Signals

← Signals

☆UPS

127 in-universe funds with a nonzero position in UPS within the trailing 4 quarters, as of 2025Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-08-31 8-K Item(s) 5.02, 7.01, 9.01
2026-08-18 8-K Item(s) 8.01, 9.01
2026-08-14 Ownership Dilution filing by UNITED PARCEL SERVICE INC (424B5)
2026-08-12 8-K Item(s) 8.01, 9.01
2026-08-12 Ownership Dilution filing by UNITED PARCEL SERVICE INC (424B5)
2026-08-11 Ownership Dilution filing by UNITED PARCEL SERVICE INC (424B5)
2026-08-10 Ownership Dilution filing by UNITED PARCEL SERVICE INC (424B5)
2026-07-28 8-K Item(s) 2.02, 9.01
2026-06-15 8-K Item(s) 5.02
2026-05-13 8-K Item(s) 5.02
2026-05-11 8-K Item(s) 5.02, 5.07, 9.01
2026-04-28 8-K Item(s) 2.02, 9.01
2026-02-06 8-K Item(s) 5.02
2026-01-27 8-K Item(s) 2.02, 9.01
2025-05-15 Ownership Dilution filing by UNITED PARCEL SERVICE INC (424B5)
2025-05-14 Ownership Dilution filing by UNITED PARCEL SERVICE INC (424B5)
2025-05-13 Ownership Dilution filing by UNITED PARCEL SERVICE INC (424B5)
2025-05-12 Ownership Dilution filing by UNITED PARCEL SERVICE INC (424B5)
2025-04-02 Ownership Dilution filing by UNITED PARCEL SERVICE INC (S-3/A)
2025-02-18 Ownership Dilution filing by UNITED PARCEL SERVICE INC (S-3)

Flow ranking

Rank#10239
Score / z0.000 / -0.03
Consensus39.88 over 82 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+10% / 2.4d

Forensics

Clean as of 2026Q2
Accrual ratio0.006
F-score—
M-score—
Net issuance-200.0%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-08-31 8-K 5.02, 7.01, 9.01
2026-08-18 8-K 8.01, 9.01
2026-08-12 8-K 8.01, 9.01
2026-07-28 8-K 2.02, 9.01
2026-06-15 8-K 5.02
2026-05-13 8-K 5.02
2026-05-11 8-K 5.02, 5.07, 9.01
2026-04-28 8-K 2.02, 9.01
2026-02-06 8-K 5.02
2026-01-27 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 4
FiledFormFiler
2026-08-14 424B5 UNITED PARCEL SERVICE INC
2026-08-12 424B5 UNITED PARCEL SERVICE INC
2026-08-11 424B5 UNITED PARCEL SERVICE INC
2026-08-10 424B5 UNITED PARCEL SERVICE INC
2025-05-15 424B5 UNITED PARCEL SERVICE INC
2025-05-14 424B5 UNITED PARCEL SERVICE INC
2025-05-13 424B5 UNITED PARCEL SERVICE INC
2025-05-12 424B5 UNITED PARCEL SERVICE INC
2025-04-02 S-3/A UNITED PARCEL SERVICE INC
2025-02-18 S-3 UNITED PARCEL SERVICE INC
Showing the 10 most recent.

LLM reads

Ticker EvalDeteriorating
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 ▾
☆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 1,339.5 0.1% 1 +0.1 pp +0.1 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 973.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 462.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 341.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 318.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 197.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 144.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 121.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 105.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 57.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 55.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 42.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STRS OHIO CIK 0000820478 0.777 2154 36.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 34.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 28.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 26.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 25.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 20.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 10.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 10.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Powszechne Towarzystwo Emerytalne Allianz Polska S.A. CIK 0002053628 0.898 10 9.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 7.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 4.4 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Farmers National Bank CIK 0001632966 0.440 180 3.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 2.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 1.8 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 1.7 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANB BANK CIK 0002067126 0.446 127 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.793 75 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED BANK CIK 0001286478 0.652 130 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆111 Capital CIK 0002060412 0.025 488 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 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 UPS). Qtrs Held counts distinct quarters this fund has actually held UPS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UPS position size. Δ columns are the percentage-point change in UPS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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