Signals

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☆CUSIP:33740F615

120 in-universe funds with a nonzero position in CUSIP:33740F615 within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#7377
Score / z0.000 / -0.02
Consensus28.06 over 52 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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 ▾
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 4 +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
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 +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
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 4 -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% 4 -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
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp -3.1 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆1ST SOURCE BANK CIK 0000356264 0.857 289 0.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 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
☆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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 0.0 0.1% 4 -0.3 pp -0.3 pp -0.3 pp +0.1 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.2% 2 -0.1 pp +0.2 pp -0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 0.0 3.3% 4 +0.1 pp -0.1 pp -0.8 pp +3.3 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 0.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 0.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.0 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.0 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BostonPremier Wealth LLC CIK 0002053783 0.775 79 0.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 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
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 0.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 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
☆VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 3 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 1.8% 5 -0.0 pp -0.3 pp -0.4 pp +1.5 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.2% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -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 CUSIP:33740F615). Qtrs Held counts distinct quarters this fund has actually held CUSIP:33740F615 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:33740F615 position size. Δ columns are the percentage-point change in CUSIP:33740F615'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