Signals

YYY

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

Flow ranking

Rank#23718
Score / z0.000 / -0.02
Consensus38.60 over 73 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
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 65.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 37.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.4 0.0% 6 -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 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 8.2 0.8% 6 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 6.5 1.2% 5 -0.1 pp -0.0 pp -0.2 pp +0.3 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 4.9 0.5% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.8 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 2.2 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 2.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.7 0.2% 5 -2.9 pp -2.8 pp -2.9 pp -2.8 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 1.2 0.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ODonnell Financial Services, LLC CIK 0001730962 0.716 74 0.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sage Capital Management, LLC CIK 0002030667 0.242 167 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oxinas Partners, LLC CIK 0001759320 0.299 149 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 4 -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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 -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
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 4 -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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +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
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 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
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anchor Capital Management Group Inc CIK 0000894119 0.789 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 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
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 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
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 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
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 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 YYY). Qtrs Held counts distinct quarters this fund has actually held YYY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its YYY position size. Δ columns are the percentage-point change in YYY'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