Signals

← Signals

☆FBCG

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

Flow ranking

Rank#22871
Score / z-1.150 / -1.65
Consensus93.43 over 173 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 1,027.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 535.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 408.1 4.0% 3 -1.0 pp -0.5 pp +4.0 pp +4.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 350.0 6.4% 3 -0.4 pp -0.1 pp +6.4 pp +6.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 152.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆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 86.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 76.8 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 75.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 64.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 62.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 61.5 0.6% 3 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
☆FIL Ltd CIK 0000318989 0.878 1140 57.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 53.6 13.0% 3 -0.7 pp +0.4 pp +13.0 pp +13.0 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 48.1 52.8% 3 -2.5 pp +0.6 pp +52.8 pp +52.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 44.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 44.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 42.0 4.9% 3 +0.1 pp +0.2 pp +4.9 pp +4.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 33.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sowa Financial Group, Inc. CIK 0001806226 0.772 29 32.7 17.0% 3 -0.2 pp +0.5 pp +17.0 pp +17.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 30.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 29.3 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 29.3 10.6% 3 +1.0 pp -0.3 pp +10.6 pp +10.6 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 28.4 4.2% 3 -0.8 pp -0.6 pp +4.2 pp +4.2 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 24.5 3.4% 3 +0.1 pp +0.5 pp +3.4 pp +3.4 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 24.4 16.1% 3 -0.3 pp +0.1 pp +16.1 pp +16.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 24.2 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 15.4 13.7% 3 +1.0 pp +4.5 pp +13.7 pp +13.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 15.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 14.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 14.0 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 11.8 5.3% 3 +0.5 pp +1.1 pp +5.3 pp +5.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 11.8 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 11.2 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 10.4 2.6% 4 +0.6 pp +1.2 pp +1.8 pp +2.6 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 10.3 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 10.1 6.1% 3 -0.4 pp -1.0 pp +6.1 pp +6.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 9.8 0.3% 3 -0.3 pp -0.2 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 8.2 1.2% 3 -0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 7.4 0.6% 3 -0.0 pp -0.3 pp +0.6 pp +0.6 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 7.4 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆BFSG, LLC CIK 0001706836 0.376 765 7.2 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 6.9 1.5% 3 +0.0 pp +0.4 pp +1.5 pp +1.5 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 6.9 4.8% 3 +0.2 pp +0.7 pp +4.8 pp +4.8 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.215 86 6.7 1.4% 3 +0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 6.7 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.6 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 6.2 2.2% 3 +1.0 pp +0.9 pp +2.2 pp +2.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 6.2 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 5.0 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 5.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 4.9 2.5% 3 +0.0 pp +0.4 pp +2.5 pp +2.5 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 4.5 4.0% 3 -0.2 pp -0.3 pp +4.0 pp +4.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 4.4 2.5% 4 +0.3 pp +0.3 pp +0.7 pp +2.5 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 4.3 4.4% 3 -0.6 pp -0.7 pp +4.4 pp +4.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.1 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 3.9 0.6% 3 -0.2 pp -0.4 pp +0.6 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 3.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 3.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 3.4 2.3% 3 -0.1 pp +0.0 pp +2.3 pp +2.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 3.0 3.0% 2 -0.7 pp +3.0 pp +3.0 pp +3.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 2.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 2.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 1.8 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 1.7 1.3% 3 -0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 1.7 0.8% 3 -0.0 pp -0.4 pp +0.8 pp +0.8 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 1.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 1.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆October Effect Ltd CIK 0002078353 0.030 64 1.5 1.7% 2 +0.8 pp +1.7 pp +1.7 pp +1.7 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 1.4 2.3% 3 +0.5 pp +1.0 pp +2.3 pp +2.3 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 1.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 1.4 0.8% 3 -2.2 pp -1.9 pp +0.8 pp +0.8 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 1.3 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 1.2 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 1.2 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 1.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 1.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.9 0.1% 3 -0.0 pp -0.4 pp +0.1 pp +0.1 pp
☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 0.9 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.8 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.5 0.0% 5 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.4 0.1% 2 +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 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.3 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MWA Asset Management CIK 0001903058 0.228 129 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 3 +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% 3 -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
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 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
☆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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 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
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 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 FBCG). Qtrs Held counts distinct quarters this fund has actually held FBCG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FBCG position size. Δ columns are the percentage-point change in FBCG'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