Signals

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☆WELD

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

Flow ranking

Rank#23348
Score / z0.000 / -0.02
Consensus21.91 over 39 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)
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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 ▾
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Capital Advisors LLC CIK 0001957878 0.142 41 10.4 4.5% 2 -1.1 pp +4.5 pp +4.5 pp +4.5 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 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 4.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 1.7 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Willow Financial LLC CIK 0002077046 0.158 37 0.0 0.0% 0 -2.3 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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 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 WELD). Qtrs Held counts distinct quarters this fund has actually held WELD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its WELD position size. Δ columns are the percentage-point change in WELD'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