Signals

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☆UFEB

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

Flow ranking

Rank#22889
Score / z0.000 / -0.02
Consensus28.71 over 59 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆Brookstone Capital Management CIK 0001599584 0.472 1305 56.6 0.6% 5 -0.1 pp +0.6 pp +0.5 pp -0.2 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 28.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp -1.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 24.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 16.7 1.9% 5 +0.1 pp +0.1 pp -0.3 pp -0.5 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 6.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 5.3 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.1 0.1% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 2.5 0.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 1.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NewCorp Financial Services, Inc. CIK 0002110453 0.650 54 1.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Northstar Group, Inc. CIK 0001631408 0.739 168 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lantz Financial LLC CIK 0001766883 0.334 259 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.9 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.6 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.4 0.1% 6 -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 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.3 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.3 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.1% 4 -0.0 pp -0.5 pp -0.6 pp +0.1 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 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 0.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 2 -0.0 pp +0.0 pp -0.7 pp -0.7 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 5 -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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 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
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.1 pp +0.0 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
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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 -0.5 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 UFEB). Qtrs Held counts distinct quarters this fund has actually held UFEB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UFEB position size. Δ columns are the percentage-point change in UFEB'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