Signals

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☆ZALT

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

Flow ranking

Rank#1198
Score / z0.055 / 0.05
Consensus32.73 over 63 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆Wealthquest Corp CIK 0001632968 0.872 177 132.1 8.3% 4 +0.7 pp +0.7 pp +1.1 pp +8.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.6 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 26.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 26.2 4.3% 5 -0.5 pp -1.1 pp -0.9 pp -0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 23.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 17.1 0.7% 6 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 15.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 14.1 1.6% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pitti Group Wealth Management, LLC CIK 0001909664 0.444 84 12.8 9.3% 5 -0.5 pp -0.4 pp -8.8 pp -8.2 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 11.6 2.5% 5 -0.0 pp -0.1 pp +0.2 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 8.4 4.1% 2 -0.0 pp +4.1 pp +3.8 pp +3.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 8.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 8.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 6.2 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 6.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 6.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 5.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 4.7 0.9% 5 -0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 4.6 1.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 3.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Macco Financial Group, Inc. CIK 0002111816 0.527 22 3.5 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 3.2 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 3.1 1.3% 7 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.1 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 2.7 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 1.5 0.8% 1 +0.8 pp -0.6 pp -0.1 pp +0.8 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 1.5 1.0% 5 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.4 0.1% 4 -1.4 pp -1.3 pp -1.2 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 1.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 1.3 0.3% 5 -0.3 pp -0.4 pp -0.6 pp -0.6 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 1.3 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 1.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.0 0.0% 7 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.8 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nest Investments, LLC CIK 1948755 0.659 34 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆October Effect Ltd CIK 0002078353 0.030 64 0.6 0.5% 4 -0.5 pp +0.2 pp +0.0 pp +0.5 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTRAL VALLEY ADVISORS, LLC CIK 0002010698 0.296 193 0.4 0.1% 5 -3.8 pp -4.1 pp -4.1 pp -4.4 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Share Andrew L. CIK 0001693672 0.855 19 0.3 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Range Financial Group LLC CIK 0001928635 0.113 206 0.3 0.1% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vistica Wealth Advisors, LLC CIK 0002109247 0.587 54 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RED CRANE WEALTH MANAGEMENT, LLC CIK 0001686343 0.311 79 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.1 0.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 5 -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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 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
☆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
☆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
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -2.1 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 0.0 0.0% 0 +0.0 pp -5.1 pp -5.0 pp -5.1 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.6 pp -0.3 pp -0.4 pp -0.2 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 -0.1 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -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% 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
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arlington Capital Management, Inc. CIK 0001606507 0.000 112 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆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
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 ZALT). Qtrs Held counts distinct quarters this fund has actually held ZALT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ZALT position size. Δ columns are the percentage-point change in ZALT'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