Signals

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☆USEW

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

Flow ranking

Rank#22262
Score / z-0.009 / -0.03
Consensus14.26 over 26 funds
Momentumnot computed

Price & positioning

163 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 ▾
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 37.0 9.9% 2 -0.4 pp +9.9 pp +9.9 pp +9.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 25.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 14.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 2.7 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 2.2 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 2.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 1.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Riverwater Partners LLC CIK 0001882572 0.130 209 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 1.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.9 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.8 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Urban Financial Advisory Corp CIK 0002005378 0.795 54 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CYPRESS FINANCIAL PLANNING LLC CIK 0001937021 0.682 106 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 1 +0.0 pp +0.0 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 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
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 USEW). Qtrs Held counts distinct quarters this fund has actually held USEW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USEW position size. Δ columns are the percentage-point change in USEW'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