Signals

← Signals

☆UCON

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

Flow ranking

Rank#21273
Score / z0.000 / -0.02
Consensus84.20 over 166 funds
Momentumnot computed

Price & positioning

224 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 309.0 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 221.9 0.0% 6 +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 150.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 132.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 102.1 1.6% 4 -0.2 pp -0.1 pp -0.1 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 99.2 0.0% 4 +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 95.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 70.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 60.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 60.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 47.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 46.8 0.1% 5 -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 40.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 36.9 1.7% 4 +0.0 pp +0.1 pp +0.1 pp +1.7 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 36.7 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 34.3 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 27.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 26.3 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 25.6 5.2% 4 -0.8 pp -1.1 pp +0.6 pp +5.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 24.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 22.3 0.2% 4 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 22.1 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Bensler, LLC CIK 0001965941 0.354 198 20.9 2.2% 4 +0.4 pp +0.4 pp -0.5 pp +2.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 20.8 1.1% 4 +0.0 pp +0.1 pp -0.0 pp +1.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 20.2 1.5% 4 +0.1 pp +0.0 pp +0.1 pp +1.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 19.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 19.6 5.3% 4 +0.7 pp +0.6 pp +0.1 pp +5.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 19.4 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 19.2 0.9% 4 -0.1 pp -0.0 pp -0.1 pp +0.9 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 19.1 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 19.0 3.0% 4 +0.1 pp -0.0 pp -0.3 pp +3.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 18.3 2.4% 4 +0.1 pp +0.3 pp +0.3 pp +2.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 17.1 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 16.4 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 15.8 1.1% 4 -0.5 pp -0.7 pp -0.5 pp +1.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 15.7 0.4% 4 +0.1 pp +0.1 pp -0.0 pp +0.4 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 15.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Navalign, LLC CIK 0001820593 0.504 132 14.8 3.7% 4 +0.2 pp +0.1 pp -0.0 pp +3.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 14.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 14.1 1.1% 4 -0.2 pp -0.3 pp -1.2 pp +1.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 14.1 6.5% 4 +4.5 pp +5.1 pp +5.7 pp +6.5 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 14.0 4.5% 4 +0.0 pp -0.1 pp -0.2 pp +4.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 13.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 12.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 12.5 4.6% 4 +0.3 pp +0.9 pp +0.8 pp +4.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 12.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 11.4 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 11.3 0.4% 4 -0.1 pp -0.1 pp -0.3 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 10.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 10.3 3.2% 5 +0.4 pp +0.4 pp +0.2 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 10.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 10.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 10.2 1.1% 4 -0.0 pp +0.3 pp -0.5 pp +1.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 10.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 10.0 3.5% 1 +3.5 pp +3.5 pp +0.9 pp +3.5 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 9.9 2.7% 4 +0.1 pp +0.1 pp +0.3 pp +2.7 pp
☆Appalachian Capital Management Ltd CIK 0002111450 0.731 43 8.9 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.8 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 8.8 6.7% 4 -1.0 pp -0.9 pp -3.0 pp +6.7 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 8.7 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 8.6 5.1% 2 -0.0 pp +5.1 pp -0.6 pp +5.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 7.8 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 6.5 1.6% 4 -0.1 pp -0.3 pp -0.1 pp +1.6 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 6.5 1.6% 4 +0.1 pp -0.0 pp -0.1 pp +1.6 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 6.5 0.9% 4 -0.1 pp -0.3 pp -0.5 pp +0.9 pp
☆PFG Advisors CIK 0001694435 0.248 791 6.5 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 6.3 0.7% 4 -0.2 pp -0.2 pp -0.3 pp +0.7 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 6.2 1.6% 4 -0.0 pp +0.0 pp -0.2 pp +1.6 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 6.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 6.0 5.3% 4 -0.1 pp -0.3 pp -0.7 pp +5.3 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 5.8 0.6% 4 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 5.5 3.7% 4 -0.2 pp -1.0 pp -1.0 pp +3.7 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 5.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 5.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 5.1 1.4% 3 +0.2 pp +0.3 pp +1.4 pp +1.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 5.0 0.4% 4 -0.0 pp -0.1 pp -0.5 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 4.8 1.0% 2 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 4.7 0.5% 4 -0.2 pp -0.2 pp -0.5 pp +0.5 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 4.6 1.5% 3 -1.0 pp -0.9 pp +1.5 pp +1.5 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.6 1.1% 4 -0.0 pp -0.2 pp -0.3 pp +1.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 4.0 2.6% 5 -0.7 pp -1.9 pp -3.6 pp -9.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 3.7 2.8% 4 +0.2 pp +0.3 pp +0.2 pp +2.8 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 3.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 3.1 0.3% 4 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 2.9 1.5% 5 -0.8 pp -6.8 pp -6.5 pp -7.2 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.8 1.0% 4 +0.0 pp +0.1 pp +0.4 pp +1.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.8 0.3% 4 -0.2 pp -0.2 pp -0.3 pp +0.3 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 2.7 0.2% 4 -0.3 pp -0.3 pp -0.3 pp +0.2 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 2.6 1.5% 4 +0.0 pp +0.0 pp -0.1 pp +1.5 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 2.6 0.8% 4 +0.1 pp +0.3 pp +0.4 pp +0.8 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 2.5 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 2.5 1.6% 1 +1.6 pp +1.6 pp +1.5 pp +1.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 2.3 0.9% 4 -0.2 pp -5.6 pp -7.1 pp +0.9 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 2.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.2 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 2.1 0.8% 4 +0.1 pp +0.5 pp +0.4 pp +0.8 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 2.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.6 1.0% 4 -0.1 pp -0.2 pp +0.0 pp +1.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.4 0.1% 4 -0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.3 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.3 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 1.0 0.5% 4 -1.3 pp -1.7 pp -1.9 pp +0.5 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.0 0.1% 4 -0.2 pp -0.1 pp -0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.4 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -2.1 pp -2.8 pp -3.2 pp +0.0 pp
☆Q3 Asset Management CIK 0001732543 0.000 70 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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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 (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