Signals

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☆VWO

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

Flow ranking

Rank#10518
Score / z0.000 / -0.03
Consensus47.52 over 88 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆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 4,934.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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 2,134.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2,055.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 710.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 287.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 135.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 96.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 67.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 57.3 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 46.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 33.3 5.6% 2 +0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 32.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 19.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 18.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 15.9 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 15.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 14.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 13.7 5.1% 2 +0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blankinship & Foster, LLC CIK 0001708872 0.865 79 13.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 10.6 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 9.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 9.0 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 8.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obsido Oy CIK 0002067281 0.833 20 7.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Wealth Management Strategies, Inc. CIK 0002057285 0.814 45 6.9 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 6.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 6.4 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 6.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 5.6 3.6% 2 -0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 4.7 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 4.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 4.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kagan Cocozza Asset Management CIK 0002064489 0.602 67 3.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 3.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 3.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 2.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 2.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 2.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 1.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 1.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 1.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forthright Family Wealth Advisory LLC CIK 0002008648 0.028 57 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.4 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 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Uptown Financial Advisors LLC CIK 0002066147 0.521 77 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.644 78 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Team Hewins, LLC CIK 0001964760 0.899 40 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.0% 2 +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
☆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
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 1 +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
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 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
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 +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
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emergent Wealth Advisors, LLC CIK 0001799880 0.421 122 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -7.5 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 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 VWO). Qtrs Held counts distinct quarters this fund has actually held VWO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its VWO position size. Δ columns are the percentage-point change in VWO'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