Signals

← Signals

☆UCON

256 in-universe funds with a nonzero position in UCON within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23162
Score / z-0.029 / -0.05
Consensus62.00 over 121 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 276.7 0.1% 1 +0.1 pp +0.1 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 179.1 0.0% 3 -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 131.8 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 101.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 93.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 68.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 66.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 57.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 55.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 47.3 0.1% 1 +0.1 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 40.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 30.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 30.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 25.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Bensler, LLC CIK 0001965941 0.354 198 23.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 23.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 23.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 20.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 20.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 18.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 18.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 18.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 17.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 17.0 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 16.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 16.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 16.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 16.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 16.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 15.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 13.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 13.2 7.9% 2 -0.8 pp +7.9 pp +7.9 pp +7.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 12.6 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 12.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 11.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 10.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 10.6 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 9.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 9.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 9.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 9.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 8.8 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 8.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 8.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 8.5 6.2% 2 -5.7 pp +6.2 pp +6.2 pp +6.2 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 8.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 8.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 8.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 7.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 7.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 7.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 7.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 7.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 6.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.9 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 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 6.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 6.1 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 5.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 5.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 5.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 4.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 4.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 3.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 2.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital CS Group, LLC CIK 0001830008 0.055 59 2.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 2.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.9 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 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 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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 UCON). Qtrs Held counts distinct quarters this fund has actually held UCON (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UCON position size. Δ columns are the percentage-point change in UCON's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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