Signals

← Signals

☆FALN

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

Flow ranking

Rank#17147
Score / z0.000 / -0.02
Consensus94.66 over 195 funds
Momentumnot computed

Price & positioning

226 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 200.0 0.0% 6 -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 125.0 0.0% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 56.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 35.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 33.8 5.8% 5 -0.6 pp -0.8 pp -0.3 pp -0.5 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 29.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 24.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 20.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 19.2 0.4% 5 -0.0 pp -0.1 pp +0.2 pp +0.1 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 18.7 1.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOEWS CORP /ADV CIK 0000932000 0.096 150 16.5 2.4% 1 +2.4 pp +0.1 pp +0.2 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.5 0.0% 5 -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 14.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 10.5 1.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 8.0 2.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 7.3 3.1% 5 -0.4 pp -0.6 pp -0.8 pp -0.8 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 7.3 1.7% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.1 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 7.0 1.8% 1 +1.8 pp -1.8 pp -2.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bridgelight Financial Advisors, Inc. CIK 2145102 0.229 49 6.6 4.5% 2 +0.4 pp +4.5 pp +4.5 pp +4.5 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 6.4 1.3% 5 -0.2 pp -0.1 pp +0.1 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 6.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 5.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 4.6 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 4.6 0.7% 6 -0.1 pp -0.2 pp -0.3 pp -0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 4.3 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 4.2 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.1 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 4.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 3.9 0.4% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 3.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.8 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 3.7 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 3.5 2.6% 5 -0.2 pp -0.2 pp -0.4 pp -0.7 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 3.3 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 2.9 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 2.9 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 2.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 2.6 0.4% 5 -0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 2.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATX Financial Planning, LLC CIK 0002111013 0.292 83 2.5 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 2.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mount Lucas Management LP CIK 0001185072 0.092 166 2.2 0.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 2.2 0.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Sherry Group, Inc. CIK 0002107738 0.369 52 2.2 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 2.1 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 2.1 0.2% 5 -0.6 pp -1.0 pp -1.0 pp -1.1 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 2.0 0.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.0 0.0% 5 +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 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 2.0 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.0 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 1.7 0.5% 1 +0.5 pp -0.3 pp -0.2 pp -0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.6 0.0% 5 -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 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.5 0.0% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 1.5 0.4% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 1.5 0.5% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Advisory Solutions, LLC CIK 0001834802 0.511 150 1.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 1.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 1.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 1.2 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.1 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.1 0.0% 6 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.1 0.0% 5 -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% 5 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 5 -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% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.168 192 0.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Wilson & Boucher Capital Management, LLC CIK 0001903579 0.321 121 0.7 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.7 0.0% 2 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.7 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.7 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Financial Corp/CA CIK 0001954480 0.315 132 0.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.7 0.2% 4 -0.0 pp -0.2 pp -0.3 pp +0.2 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.7 0.4% 5 -0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 5 -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
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.7 0.2% 3 -0.4 pp -0.4 pp +0.2 pp +0.2 pp
☆Exchange Bank CIK 0002001155 0.178 130 0.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Citizens Asset Management, Inc. CIK 0001964116 0.884 30 0.7 0.2% 7 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.7 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.6 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 2 -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% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.6 0.1% 5 +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% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINTON GROUP Ltd CIK 0001612063 0.015 1137 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eddie Patel Inc CIK 0002078760 0.019 127 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆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
☆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
☆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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆CONTINUUM WEALTH ADVISORS, LLC CIK 0001966482 0.510 82 0.0 0.0% 0 +0.0 pp -1.3 pp -1.8 pp -2.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 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 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.280 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Angeles Investment Advisors, LLC CIK 0001535695 0.905 31 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 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 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆Oak Grove Capital LLC CIK 0001661762 0.356 97 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.2 pp +0.0 pp -0.3 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
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.3 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
☆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
☆Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -2.0 pp -2.0 pp -1.9 pp -2.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -0.8 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.4 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
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 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
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.0 0.0% 0 -1.4 pp -1.1 pp -0.1 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 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
☆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
☆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
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 (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