Signals

← Signals

☆FALN

320 in-universe funds with a nonzero position in FALN within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#15863
Score / z0.000 / -0.01
Consensus104.43 over 201 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆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 198.4 0.0% 4 +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 93.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 66.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 64.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 54.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 38.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 36.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 34.1 6.5% 3 +0.4 pp +0.3 pp +6.5 pp +6.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 28.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 25.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 19.9 0.5% 3 +0.3 pp +0.2 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 17.2 2.0% 3 +0.0 pp +0.0 pp +2.0 pp +2.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 16.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 15.5 2.3% 3 +0.1 pp +0.9 pp +2.3 pp +2.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 13.0 3.6% 3 -0.2 pp +1.8 pp +3.6 pp +3.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 9.3 1.3% 3 -0.2 pp -0.2 pp +1.3 pp +1.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 7.3 3.7% 3 -0.2 pp -0.3 pp +3.7 pp +3.7 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 7.3 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 6.8 2.2% 3 -0.1 pp +0.0 pp +2.2 pp +2.2 pp
☆ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 6.5 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 6.1 1.4% 3 +0.2 pp +0.3 pp +1.4 pp +1.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 5.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 5.3 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 5.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 4.9 0.9% 4 -0.1 pp -0.5 pp -0.8 pp +0.9 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 4.8 2.0% 3 +0.1 pp -0.0 pp +2.0 pp +2.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 4.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 3.6 2.8% 3 -0.2 pp -0.5 pp +2.8 pp +2.8 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 3.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 3.5 1.3% 3 -0.5 pp -0.7 pp +1.3 pp +1.3 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 3.4 0.0% 3 -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 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 3.2 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 3.1 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 2.9 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 2.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Addison Capital Co CIK 0001581465 0.465 184 2.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 2.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 2.1 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 2.0 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 2.0 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 1.6 0.8% 3 +0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 1.5 1.1% 2 +1.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 1.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 1.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 1.2 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Exchange Bank CIK 0002001155 0.178 130 0.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.6 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.5 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 0.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.3 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 FALN). Qtrs Held counts distinct quarters this fund has actually held FALN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FALN position size. Δ columns are the percentage-point change in FALN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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