Signals

← Signals

☆UCON

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

Flow ranking

Rank#21896
Score / z-0.002 / -0.01
Consensus86.58 over 168 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 306.1 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 209.8 0.0% 5 +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 156.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 121.6 0.0% 3 +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 99.6 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 95.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 89.6 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 66.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 60.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 51.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 48.7 0.0% 3 +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 42.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 39.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 36.7 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 34.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 33.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 32.8 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 31.3 0.0% 3 +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 28.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 28.0 6.0% 3 -0.3 pp +1.4 pp +6.0 pp +6.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 24.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 21.7 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 20.0 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 19.5 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 19.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 19.0 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆Bensler, LLC CIK 0001965941 0.354 198 18.0 1.8% 3 +0.1 pp -0.9 pp +1.8 pp +1.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 18.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 17.9 2.9% 3 -0.1 pp -0.4 pp +2.9 pp +2.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 17.3 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 17.2 4.6% 3 -0.1 pp -0.6 pp +4.6 pp +4.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 17.0 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 16.8 2.3% 3 +0.2 pp +0.2 pp +2.3 pp +2.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 16.4 1.2% 3 -0.2 pp -1.1 pp +1.2 pp +1.2 pp
☆Navalign, LLC CIK 0001820593 0.504 132 14.6 3.6% 3 -0.1 pp -0.2 pp +3.6 pp +3.6 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 14.3 1.5% 3 -0.2 pp -0.0 pp +1.5 pp +1.5 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 14.2 4.4% 3 -0.1 pp -0.3 pp +4.4 pp +4.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 12.9 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 12.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 12.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 11.9 4.3% 3 +0.6 pp +0.5 pp +4.3 pp +4.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 11.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 10.9 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 10.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 10.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 10.0 1.1% 3 +0.3 pp -0.4 pp +1.1 pp +1.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 9.6 2.6% 3 -0.1 pp +0.1 pp +2.6 pp +2.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 9.1 7.6% 3 +0.1 pp -2.0 pp +7.6 pp +7.6 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 9.0 2.8% 4 -0.0 pp -0.2 pp -0.3 pp +2.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 8.4 0.3% 3 -0.3 pp -0.3 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 8.4 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 8.4 5.1% 1 +5.1 pp -0.5 pp +5.1 pp +5.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.3 0.1% 3 -0.0 pp -0.0 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 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 7.9 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆Wealth Advisory Team LLC CIK 0002039196 0.609 39 7.9 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 7.9 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 7.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.8 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 7.1 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 7.0 1.0% 3 -0.2 pp -0.4 pp +1.0 pp +1.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 6.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 6.3 1.6% 3 +0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 6.1 1.8% 3 -0.2 pp -0.0 pp +1.8 pp +1.8 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 6.1 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 6.0 5.4% 3 -0.2 pp -0.6 pp +5.4 pp +5.4 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 6.0 0.7% 3 +0.0 pp -0.3 pp +0.7 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 5.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 5.7 2.0% 3 +0.6 pp +1.2 pp +2.0 pp +2.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 5.6 4.0% 3 -0.7 pp -0.8 pp +4.0 pp +4.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 5.2 0.4% 3 -0.0 pp -0.5 pp +0.4 pp +0.4 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 4.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 4.8 3.3% 4 -1.2 pp -3.0 pp -8.6 pp +3.3 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.6 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 4.4 2.2% 3 +0.8 pp +0.8 pp +2.2 pp +2.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 4.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 4.3 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 4.0 2.2% 4 -6.0 pp -5.7 pp -6.5 pp +2.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.9 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 3.7 1.8% 3 -0.4 pp -0.5 pp +1.8 pp +1.8 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 3.5 2.7% 3 +0.1 pp +0.1 pp +2.7 pp +2.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.4 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 3.2 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.8 1.0% 3 +0.1 pp +0.4 pp +1.0 pp +1.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 2.8 1.0% 3 -5.5 pp -6.9 pp +1.0 pp +1.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 2.7 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 2.6 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 2.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital CS Group, LLC CIK 0001830008 0.055 59 2.4 3.9% 3 -0.2 pp +0.2 pp +3.9 pp +3.9 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 2.1 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.8 0.9% 3 +0.0 pp -2.8 pp +0.9 pp +0.9 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 1.8 0.7% 3 +0.4 pp +0.3 pp +0.7 pp +0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.7 1.1% 3 -0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 1.6 2.1% 3 -0.7 pp -1.1 pp +2.1 pp +2.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.6 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.5 0.1% 3 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.2 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.2 0.1% 3 -0.1 pp -0.4 pp +0.1 pp +0.1 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 1.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.9 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆CLG LLC CIK 0002059872 0.428 156 0.9 0.2% 4 -0.0 pp -0.1 pp -0.3 pp +0.2 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.6 pp -0.5 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.6 pp -0.4 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 -1.4 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 (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