Signals

← Signals

☆FBCG

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

Flow ranking

Rank#22648
Score / z-0.100 / -0.11
Consensus99.13 over 191 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+37% / 1.0d

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 991.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 360.2 3.1% 4 -0.9 pp -1.9 pp -1.4 pp +3.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 282.8 5.2% 4 -1.2 pp -1.6 pp -1.3 pp +5.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 145.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 133.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 120.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 86.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 78.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 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 78.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 71.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 67.3 0.7% 4 +0.1 pp +0.2 pp +0.5 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 56.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 52.6 12.6% 4 -0.4 pp -1.1 pp -0.0 pp +12.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 51.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 41.9 49.9% 4 -2.9 pp -5.4 pp -2.3 pp +49.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 37.4 4.6% 4 -0.2 pp -0.1 pp -0.1 pp +4.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 33.3 0.6% 4 +0.1 pp +0.3 pp +0.3 pp +0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 32.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 32.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Storgate, LLC CIK 0002110835 0.075 351 30.7 24.1% 1 +24.1 pp +24.1 pp +24.1 pp +24.1 pp
☆Sowa Financial Group, Inc. CIK 0001806226 0.772 29 30.2 14.9% 4 -2.1 pp -2.3 pp -1.6 pp +14.9 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 25.9 1.3% 4 +0.1 pp +0.0 pp +0.2 pp +1.3 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 23.5 15.1% 4 -1.1 pp -1.3 pp -1.0 pp +15.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 22.8 0.6% 4 +0.3 pp +0.0 pp +0.1 pp +0.6 pp
☆Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 22.5 18.1% 1 +18.1 pp +18.1 pp +18.1 pp +18.1 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 22.1 8.0% 4 -2.6 pp -1.6 pp -2.9 pp +8.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 21.4 2.3% 4 -1.9 pp -2.7 pp -2.5 pp +2.3 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 21.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 19.9 2.8% 4 -0.7 pp -0.6 pp -0.1 pp +2.8 pp
☆Keenan, LLC CIK 0002111703 0.676 45 16.4 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 16.3 13.5% 4 -0.2 pp +0.8 pp +4.3 pp +13.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 16.0 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 15.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 15.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 14.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 14.0 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 13.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 13.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ARWA LLC CIK 0002113621 0.167 139 13.0 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 11.7 5.3% 4 -0.1 pp +0.4 pp +1.0 pp +5.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 10.4 6.0% 4 -0.0 pp -0.4 pp -1.0 pp +6.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 10.3 0.5% 4 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆CLG LLC CIK 0002059872 0.428 156 10.0 2.5% 5 -0.1 pp +0.5 pp +1.1 pp +1.7 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 9.2 0.9% 4 -0.2 pp -0.2 pp -0.2 pp +0.9 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 8.7 1.3% 4 +0.1 pp +0.1 pp +0.3 pp +1.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 7.4 4.2% 2 -3.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 7.2 1.5% 4 +0.1 pp +0.1 pp +0.4 pp +1.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 6.9 4.2% 4 -0.6 pp -0.4 pp +0.2 pp +4.2 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 6.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 6.6 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 6.4 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 6.1 2.4% 4 +0.2 pp +1.2 pp +1.1 pp +2.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.1 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 5.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.215 86 5.9 1.4% 4 -0.0 pp +0.0 pp -0.1 pp +1.4 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.8 0.4% 4 -0.1 pp -0.1 pp -0.4 pp +0.4 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 5.2 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 4.8 1.1% 4 -0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 4.6 2.2% 4 -0.2 pp -0.2 pp +0.1 pp +2.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 4.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 4.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dedeker Financial LLC CIK 0002113408 0.174 55 4.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.3 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 4.2 1.8% 3 +1.4 pp +1.7 pp +1.8 pp +1.8 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 4.2 2.1% 5 -0.4 pp -0.0 pp -0.0 pp +0.3 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 4.1 3.7% 4 -0.3 pp -0.6 pp -0.6 pp +3.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 4.0 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 3.9 4.7% 4 +0.3 pp -0.3 pp -0.5 pp +4.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 3.3 0.5% 4 -0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 2.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 2.4 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 2.3 1.1% 4 +0.4 pp +0.3 pp -0.1 pp +1.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 2.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 2.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 2.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 2.0 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 2.0 0.4% 4 -0.3 pp -0.4 pp -0.6 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 1.9 1.9% 3 -1.1 pp -1.8 pp +1.9 pp +1.9 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 1.8 1.2% 4 -0.1 pp -0.2 pp -0.0 pp +1.2 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 1.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.247 250 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 1.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 1.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.5 0.6% 1 +0.6 pp +0.6 pp +0.5 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.4 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 1.4 2.2% 4 -0.1 pp +0.4 pp +0.8 pp +2.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆October Effect Ltd CIK 0002078353 0.030 64 1.4 1.6% 3 -0.1 pp +0.7 pp +1.6 pp +1.6 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 1.3 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 1.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 1.2 0.6% 4 +0.0 pp +0.2 pp +0.3 pp +0.6 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 1.2 0.5% 3 -0.2 pp +0.0 pp +0.5 pp +0.5 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 1.2 0.7% 4 -0.1 pp -2.3 pp -1.9 pp +0.7 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 1.1 0.6% 4 -0.1 pp +0.2 pp +0.1 pp +0.6 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 1.1 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 1.1 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.0 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 1.0 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 0.9 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.9 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 0.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.3 0.0% 4 -0.1 pp -0.1 pp -0.4 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.3 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 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.301 102 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.3 0.0% 3 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Base Wealth Management LLC CIK 0002083977 0.493 66 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Trexquant Investment LP CIK 0001633445 0.115 1625 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Baron Wealth Management LLC CIK 0001968507 0.535 304 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.3 pp -0.2 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
☆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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 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 (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