Signals

UNOV

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

Flow ranking

Rank#22944
Score / z0.000 / -0.02
Consensus22.21 over 43 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 3.2 0.0% 5 -0.7 pp -0.7 pp -0.0 pp -0.0 pp
CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 3.2 0.8% 5 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Kellett Wealth Advisors, LLC CIK 0001910381 0.616 97 2.8 1.3% 3 -0.1 pp -0.4 pp +1.3 pp +1.3 pp
Spire Wealth Management CIK 0001858740 0.515 2226 2.5 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
4J Wealth Management LLC CIK 0001840775 0.383 111 2.2 1.1% 3 -0.1 pp -1.9 pp +1.1 pp +1.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 1.6 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
O'Connor Financial Group LLC CIK 0001973783 0.539 69 1.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.0 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 1.0 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 1.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.9 0.0% 4 -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
Lantz Financial LLC CIK 0001766883 0.334 259 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 1 +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 0.6 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.5 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 0.4 0.2% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ATX Financial Planning, LLC CIK 0002111013 0.292 83 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 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% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FC Advisory LLC CIK 0001683754 0.633 118 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 0.2 0.1% 1 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 0.2 0.0% 1 +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
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.0% 4 -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
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -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
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
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp -0.0 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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RK Capital Management, LLC/FL CIK 0001905218 0.000 21 0.0 0.0% 0 +0.0 pp +0.0 pp -6.2 pp -4.7 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 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
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 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
Chris Bulman Inc CIK 0002032404 0.343 165 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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 -0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 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
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 UNOV). Qtrs Held counts distinct quarters this fund has actually held UNOV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UNOV position size. Δ columns are the percentage-point change in UNOV'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