Signals

← Signals

☆FBCG

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

Flow ranking

Rank#169
Score / z1.349 / 1.61
Consensus111.10 over 223 funds
Momentum-0.08 ≠

Price & positioning

249 cached closes, trailing year
Drawdown-3%
Short interest+25% / 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 1,157.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 438.2 3.3% 5 +0.1 pp -0.8 pp -1.8 pp -1.3 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 342.5 5.3% 5 +0.1 pp -1.1 pp -1.5 pp -1.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 180.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 177.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 118.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 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 112.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 102.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 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 100.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GR FINANCIAL GROUP, LLC CIK 0002011751 0.422 37 99.3 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 97.3 0.8% 5 +0.2 pp +0.2 pp +0.4 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 80.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Storgate, LLC CIK 0002110835 0.075 351 79.2 16.4% 2 -7.6 pp +16.4 pp +16.4 pp +16.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 77.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 66.5 6.5% 5 +1.9 pp +1.7 pp +1.8 pp +1.8 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 65.5 15.8% 5 +3.1 pp +2.7 pp +2.1 pp +3.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 58.0 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 53.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 44.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 43.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 39.3 0.6% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Sowa Financial Group, Inc. CIK 0001806226 0.772 29 39.3 18.3% 5 +3.4 pp +1.3 pp +1.1 pp +1.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 35.9 0.8% 5 +0.2 pp +0.5 pp +0.3 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 34.4 1.6% 5 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 32.7 2.4% 2 +0.5 pp +2.4 pp +2.4 pp +2.4 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 29.1 16.4% 5 +1.4 pp +0.3 pp +0.0 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 28.6 0.5% 1 +0.5 pp +0.1 pp +0.2 pp +0.2 pp
☆Clarity Retirement & Wealth, LLC CIK 0002103352 0.659 32 28.3 19.6% 2 +1.5 pp +19.6 pp +19.6 pp +19.6 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 26.3 2.5% 5 +0.2 pp -1.7 pp -2.5 pp -2.3 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 25.6 8.0% 5 +0.1 pp -2.6 pp -1.6 pp -2.9 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 24.8 2.9% 5 +0.1 pp -0.5 pp -0.4 pp +0.0 pp
☆Keenan, LLC CIK 0002111703 0.676 45 23.8 16.8% 2 +3.0 pp +16.8 pp +16.8 pp +16.8 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 22.4 16.1% 5 +2.6 pp +2.4 pp +3.4 pp +6.9 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 21.0 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 20.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 20.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 20.3 4.8% 2 +0.5 pp +4.8 pp +4.8 pp +4.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARWA LLC CIK 0002113621 0.167 139 17.7 7.4% 2 +0.9 pp +7.4 pp +7.4 pp +7.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Align Financial, LLC CIK 0002089183 0.646 360 17.3 8.6% 2 +0.6 pp +8.6 pp +8.6 pp +8.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 17.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 16.4 5.8% 5 +0.5 pp +0.5 pp +0.9 pp +1.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 15.7 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 15.6 4.9% 4 +3.1 pp +4.5 pp +4.8 pp +4.9 pp
☆CLG LLC CIK 0002059872 0.428 156 14.3 3.1% 6 +0.7 pp +0.6 pp +1.2 pp +1.8 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 14.0 6.9% 5 +0.8 pp +0.8 pp +0.4 pp -0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 12.7 1.6% 5 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 12.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 10.1 5.8% 3 +1.5 pp -1.6 pp +5.8 pp +5.8 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 9.9 1.8% 5 +0.3 pp +0.4 pp +0.4 pp +0.7 pp
☆BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 9.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 9.7 0.4% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 9.2 0.9% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 8.7 4.6% 5 +0.4 pp -0.2 pp +0.0 pp +0.5 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 8.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 8.4 2.6% 5 +0.2 pp +0.4 pp +1.4 pp +1.3 pp
☆BFSG, LLC CIK 0001706836 0.376 765 8.1 0.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 7.5 0.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Broadleaf Partners, LLC CIK 0001712686 0.215 86 7.5 1.4% 5 +0.1 pp +0.0 pp +0.1 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 7.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 7.3 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 7.3 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 6.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Dedeker Financial LLC CIK 0002113408 0.173 55 6.7 3.8% 2 -0.0 pp +3.8 pp +3.8 pp +3.8 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 6.6 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 6.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 6.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 6.2 2.7% 5 +0.4 pp +0.2 pp +0.2 pp +0.5 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 6.0 1.0% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 5.9 4.2% 1 +4.2 pp +4.2 pp +0.0 pp +4.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 5.7 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 5.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 5.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 5.1 4.0% 5 +0.4 pp +0.0 pp -0.2 pp -0.2 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 5.1 2.4% 6 +0.3 pp -0.1 pp +0.2 pp +0.2 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 4.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 4.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 4.8 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 4.1 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 4.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.0 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 3.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 3.4 0.7% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 3.2 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 3.0 3.3% 5 -1.4 pp -1.1 pp -1.7 pp -1.8 pp
☆Sequent Asset Management, LLC CIK 0001509550 0.594 89 3.0 1.2% 5 +0.1 pp +0.5 pp +0.4 pp +0.1 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 2.8 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 2.7 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.6 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 2.6 1.6% 2 +0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 2.5 2.1% 4 +0.2 pp -0.9 pp -1.6 pp +2.1 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 2.5 0.4% 5 +0.0 pp -0.2 pp -0.4 pp -0.6 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 2.3 1.3% 5 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.1 0.5% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 1.9 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 1.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆October Effect Ltd CIK 0002078353 0.030 64 1.8 1.6% 4 +0.1 pp -0.0 pp +0.8 pp +1.6 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 1.7 0.8% 5 +0.1 pp +0.1 pp +0.3 pp +0.4 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 1.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 1.7 2.6% 5 +0.4 pp +0.3 pp +0.8 pp +1.3 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 1.7 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.247 250 1.6 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 1.6 0.8% 5 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 1.5 0.5% 4 +0.0 pp -0.2 pp +0.1 pp +0.5 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.5 0.2% 4 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 1.4 0.8% 5 +0.1 pp -0.0 pp -2.2 pp -1.9 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 1.3 0.5% 1 +0.5 pp +0.2 pp +0.4 pp +0.5 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 1.3 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 1.3 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 1.3 0.4% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 1.3 1.5% 1 +1.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 1.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
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☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆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
☆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
☆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
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 0 -0.0 pp +0.0 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
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -2.3 pp -2.4 pp -2.3 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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 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
☆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
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Goodwin Investment Advisory CIK 0001803294 0.000 28 0.0 0.0% 0 -49.9 pp -52.8 pp -55.3 pp -52.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆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
☆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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆Victrix Investment Advisors CIK 0002055229 0.074 75 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 -0.0 pp -0.0 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
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 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
☆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
☆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
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 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
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.0 0.0% 0 +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% 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 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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 +0.0 pp +0.0 pp -0.3 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆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
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
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 (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