Signals

← Signals

☆FBTC

704 in-universe funds with a nonzero position in FBTC within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#158
Score / z1.172 / 1.75
Consensus286.15 over 549 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 743.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 235.5 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 218.6 1.5% 2 -1.8 pp +1.5 pp +1.5 pp +1.5 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 218.5 3.0% 3 -0.3 pp -0.5 pp +3.0 pp +3.0 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 210.9 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 160.9 37.4% 2 -0.8 pp +37.4 pp +37.4 pp +37.4 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 127.8 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ParaFi Capital LP CIK 0001919332 0.562 21 108.8 23.6% 2 +4.9 pp +23.6 pp +23.6 pp +23.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 94.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Ridge Advisers LLC CIK 0001845915 0.909 40 83.3 5.7% 2 +0.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Trans-Canada Capital Inc. CIK 0001896476 0.858 21 77.1 4.7% 2 -0.3 pp +4.7 pp +4.7 pp +4.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 66.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patient Capital Management, LLC CIK 0001854794 0.748 39 61.9 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 59.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 58.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 57.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 56.4 7.7% 2 -0.7 pp +7.7 pp +7.7 pp +7.7 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 55.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 46.3 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 40.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 39.5 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 37.7 10.8% 2 +1.2 pp +10.8 pp +10.8 pp +10.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 36.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 30.8 7.5% 2 +0.2 pp +7.5 pp +7.5 pp +7.5 pp
☆Ovata Capital Management Ltd CIK 0001724517 0.000 43 29.4 5.9% 2 -0.1 pp +5.9 pp +5.9 pp +5.9 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 25.8 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 24.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 24.8 1.9% 4 +1.3 pp +0.8 pp +0.5 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 21.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 20.6 21.1% 2 -1.2 pp +21.1 pp +21.1 pp +21.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 20.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 20.4 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 20.0 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆GUARDIAN POINT CAPITAL, LP CIK 0001595932 0.562 14 20.0 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 18.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 17.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 16.7 11.7% 2 -0.4 pp +11.7 pp +11.7 pp +11.7 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 16.6 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 16.6 21.9% 2 +0.3 pp +21.9 pp +21.9 pp +21.9 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 16.5 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 15.4 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 15.0 6.8% 2 +5.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 14.4 5.4% 2 -1.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 14.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 14.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 13.3 6.4% 2 +1.1 pp +6.4 pp +6.4 pp +6.4 pp
☆Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 11.8 8.0% 2 -0.3 pp +8.0 pp +8.0 pp +8.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 11.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 10.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 10.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 10.5 4.9% 2 +0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 10.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 10.1 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 10.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Newtyn Management, LLC CIK 0001569241 0.214 34 9.7 1.2% 2 -0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Senator Investment Group LP CIK 0001443689 0.106 58 9.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 9.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 9.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 8.9 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 8.4 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 8.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 8.0 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆MAD RIVER INVESTORS CIK 0001384484 0.798 29 7.2 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 7.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 6.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 6.0 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Avenir Tech Ltd CIK 0002029708 0.803 31 5.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 5.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 5.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Smart Money Group LLC CIK 0001728866 0.774 86 5.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 5.5 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 5.4 3.4% 3 +0.0 pp +0.2 pp +3.4 pp +3.4 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 5.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Claar Advisors LLC CIK 0001593410 0.821 17 5.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 5.2 2.5% 2 -0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆LIBRA WEALTH LLC CIK 0001925385 0.812 70 5.0 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆RPO LLC CIK 0001885066 0.000 17 5.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 4.9 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 4.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SFMG, LLC CIK 0001512026 0.796 334 4.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 4.5 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 4.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 4.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 4.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 4.2 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 4.1 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 4.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 4.0 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 4.0 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆EVEXIA WEALTH LLC CIK 0001975710 0.437 77 3.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 3.8 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆CMG Global Holdings, LLC CIK 0001839445 0.388 100 3.8 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 3.7 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 3.7 1.0% 2 +0.6 pp +1.0 pp +1.0 pp +1.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.7 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 3.5 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 3.5 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 3.3 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆O'Neil Global Advisors, Inc. CIK 0001861159 0.000 62 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.382 69 3.1 2.0% 2 +1.5 pp +2.0 pp +2.0 pp +2.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 3.1 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Designs Corp CIK 0001561383 0.764 41 2.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 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 2.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 2.8 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 2.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 2.7 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 2.6 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 2 -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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 2 -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 0.0 0.0% 4 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBK INVESTMENTS L P CIK 0001011443 0.226 197 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 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
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Buckley Wealth Management, LLC CIK 0001730126 0.502 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBER ASSET MANAGEMENT LLC CIK 0001387921 0.055 39 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 FBTC). Qtrs Held counts distinct quarters this fund has actually held FBTC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FBTC position size. Δ columns are the percentage-point change in FBTC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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