Signals

← Signals

☆FALN

362 in-universe funds with a nonzero position in FALN within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#15816
Score / z0.000 / -0.02
Consensus97.95 over 191 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 200.9 0.0% 5 +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 96.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 81.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 62.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 37.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 37.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 33.2 6.3% 4 -0.2 pp +0.2 pp +0.1 pp +6.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 26.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 24.7 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 19.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 18.2 0.4% 4 -0.0 pp +0.3 pp +0.2 pp +0.4 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 17.6 2.0% 4 +0.0 pp +0.0 pp +0.1 pp +2.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 15.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.0 0.0% 4 -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 14.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 9.6 1.3% 4 -0.0 pp -0.2 pp -0.3 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 8.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 7.9 1.0% 3 +0.2 pp +0.5 pp +1.0 pp +1.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 7.3 0.8% 4 -0.4 pp -0.5 pp -0.5 pp +0.8 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 7.2 2.4% 4 +0.2 pp +0.2 pp +0.2 pp +2.4 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 7.1 3.5% 4 -0.2 pp -0.4 pp -0.4 pp +3.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 6.6 1.5% 4 +0.1 pp +0.2 pp +0.4 pp +1.5 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 6.5 1.8% 4 +0.1 pp +0.1 pp -0.0 pp +1.8 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 6.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 5.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 4.9 2.0% 4 +0.0 pp +0.1 pp -0.0 pp +2.0 pp
☆Bridgelight Financial Advisors, Inc. CIK 2145102 0.228 49 4.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.8 0.0% 4 -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 4.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 4.6 0.8% 5 -0.1 pp -0.2 pp -0.6 pp -0.9 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 4.5 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 4.3 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 4.2 0.5% 4 +0.1 pp +0.0 pp +0.2 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 3.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 3.6 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 3.4 2.8% 4 -0.0 pp -0.2 pp -0.5 pp +2.8 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% 4 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 3.2 1.0% 4 +0.0 pp +0.1 pp -0.1 pp +1.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 2.8 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 2.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Addison Capital Co CIK 0001581465 0.465 184 2.5 0.4% 4 -0.2 pp -0.1 pp -0.1 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 2.4 1.4% 3 +0.4 pp +1.3 pp +1.4 pp +1.4 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sherry Group, Inc. CIK 0002107738 0.369 52 2.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 2.1 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 2.1 0.2% 4 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 2.1 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.9 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 1.9 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.7 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 1.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆DDFG, Inc CIK 0001967640 0.535 91 1.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 1.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 1.2 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.1 0.0% 4 -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% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 1.0 0.4% 4 +0.2 pp +0.1 pp +0.2 pp +0.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.0 0.0% 4 +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 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 1.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.0 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 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.8 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.7 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆DARA CAPITAL US, INC. CIK 0001891892 0.086 110 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.7 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Bank CIK 0002001155 0.178 130 0.7 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.6 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.6 0.4% 4 +0.2 pp +0.2 pp +0.1 pp +0.4 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 0.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.6 0.2% 6 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.6 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.5 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Altura Wealth Advisors Inc. CIK 0001931465 0.318 84 0.5 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zinnia Wealth Advisory, LLC CIK 0002073676 0.074 97 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 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
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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 +0.0 pp -0.2 pp +0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
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☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 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
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 0.0 0.0% 0 -3.6 pp -3.8 pp -1.7 pp +0.0 pp
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☆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
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☆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
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☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 -0.2 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
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
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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 (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