Signals

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☆UFIV

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

Flow ranking

Rank#23024
Score / z0.000 / -0.02
Consensus6.80 over 12 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.3 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 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 1.9 0.2% 3 -0.2 pp -0.6 pp +0.2 pp -1.1 pp
☆Crew Capital Management, Ltd CIK 0001835669 0.178 112 1.4 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 1.2 0.1% 5 -0.2 pp +0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Emerald Investment Advisers, LLC CIK 0002127823 0.287 268 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Financial Alliance Ltd LLC CIK 0001566531 0.808 31 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 4 -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% 1 +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
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 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
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 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
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆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
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 UFIV). Qtrs Held counts distinct quarters this fund has actually held UFIV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UFIV position size. Δ columns are the percentage-point change in UFIV'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