Signals

FAUG

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

Flow ranking

Rank#17157
Score / z0.000 / -0.02
Consensus49.64 over 95 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ASSETMARK, INC CIK 0001344551 0.900 3558 16.4 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 15.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 13.9 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 8.4 0.6% 6 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 6.9 1.2% 5 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 6.7 1.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 5.1 0.5% 4 -0.3 pp +0.1 pp +0.3 pp +0.5 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 4.5 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.9 0.5% 2 -0.0 pp +0.5 pp -0.1 pp -0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sage Capital Advisors,llc CIK 0001714107 0.286 136 2.4 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
SMART Wealth LLC CIK 0002044723 0.032 222 2.1 0.5% 5 -0.5 pp -0.6 pp -1.0 pp -0.9 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 1.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Accel Wealth Management CIK 0001838226 0.241 305 1.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 1.3 0.6% 5 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 1.2 0.6% 7 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 1.2 0.3% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
1776 Wealth LLC CIK 0001803140 0.442 152 1.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ERn Financial, LLC CIK 0001768302 0.529 161 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.9 0.7% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 0.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.7 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp -0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 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 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.5 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 0.5 0.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.5 0.0% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.4 0.2% 1 +0.2 pp -0.0 pp -0.1 pp -0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.3 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantum Private Wealth, LLC CIK 0001929662 0.379 171 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Van Diest Capital, LLC CIK 0002111825 0.022 176 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.5 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.2 0.1% 5 -0.0 pp -1.4 pp -0.7 pp -0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVZ, Inc. CIK 0001574408 0.889 177 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.2 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.2 0.0% 1 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.2 0.0% 3 +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 0.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bravera Wealth CIK 0002126773 0.454 352 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 2 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 +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 -0.0 pp -0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Stenger Family Office, LLC CIK 0002056106 0.507 123 0.0 0.0% 0 +0.0 pp -3.4 pp -3.4 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
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 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 +0.0 pp -0.5 pp -0.5 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
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
BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.0 0.0% 0 +0.0 pp -3.4 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
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
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
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.1 pp +0.0 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
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Semus Wealth Partners LLC CIK 0001964775 0.353 111 0.0 0.0% 0 -2.3 pp -2.4 pp -2.4 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
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 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
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
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
Wealth Management Nebraska CIK 0002042783 0.758 106 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 FAUG). Qtrs Held counts distinct quarters this fund has actually held FAUG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FAUG position size. Δ columns are the percentage-point change in FAUG'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