Signals

FBTC

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

Flow ranking

Rank#22971
Score / z-0.357 / -0.35
Consensus259.18 over 480 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+10% / 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 162.9 0.1% 4 -0.3 pp -0.5 pp -0.5 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 149.4 1.2% 4 +0.3 pp -0.3 pp -2.1 pp +1.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 115.4 0.1% 4 -0.3 pp -0.2 pp -0.5 pp +0.1 pp
Almitas Capital LLC CIK 0001596468 0.265 130 90.7 20.5% 4 -5.3 pp -16.9 pp -17.7 pp +20.5 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 75.6 2.7% 4 -0.2 pp +0.2 pp -0.2 pp +2.7 pp
ParaFi Capital LP CIK 0001919332 0.562 21 62.0 19.5% 4 -3.8 pp -4.2 pp +0.7 pp +19.5 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 50.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Ridge Advisers LLC CIK 0001845915 0.909 40 49.3 3.5% 4 -0.9 pp -2.2 pp -1.5 pp +3.5 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 49.3 4.5% 1 +4.5 pp +2.6 pp +2.5 pp +4.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 37.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 36.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
United Capital Management of KS, Inc. CIK 0001753219 0.285 97 33.3 5.0% 4 -0.9 pp -2.6 pp -3.3 pp +5.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 32.1 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 31.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 29.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 26.3 1.8% 4 -0.4 pp -1.3 pp -1.4 pp +1.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 25.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
KALEIDOSCOPE CAPITAL LP CIK 0001702912 0.675 16 24.5 9.4% 4 +0.4 pp -1.4 pp -0.2 pp +9.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 24.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 22.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Patient Capital Management, LLC CIK 0001854794 0.748 39 20.9 0.8% 4 -1.5 pp -1.7 pp -1.9 pp +0.8 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 17.8 4.3% 4 -1.2 pp -3.1 pp -3.0 pp +4.3 pp
MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 17.6 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
Ovata Capital Management Ltd CIK 0001724517 0.000 43 17.5 2.4% 4 -1.8 pp -3.4 pp -3.6 pp +2.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 17.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 15.1 1.1% 4 -0.3 pp -0.8 pp -0.9 pp +1.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 14.9 0.3% 4 +0.3 pp +0.2 pp +0.2 pp +0.3 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 14.8 1.4% 4 -0.2 pp -0.6 pp -0.5 pp +1.4 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 14.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Claar Advisors LLC CIK 0001593410 0.821 17 13.9 4.7% 4 +2.2 pp +3.2 pp +3.2 pp +4.7 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 12.9 0.5% 4 -0.9 pp -1.1 pp -1.2 pp +0.5 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 12.5 12.9% 4 -4.6 pp -8.2 pp -9.4 pp +12.9 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 11.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COURAGE CAPITAL MANAGEMENT LLC CIK 0001119376 0.609 16 10.1 14.3% 4 -3.7 pp -7.6 pp -7.3 pp +14.3 pp
Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 9.7 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
Creative Planning CIK 0001540235 0.979 4196 9.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berman McAleer LLC CIK 0002094332 0.753 175 9.3 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 8.9 0.5% 4 -0.1 pp -0.3 pp -0.4 pp +0.5 pp
Citrine Capital LLC CIK 0002053242 0.796 60 8.2 3.5% 4 -0.7 pp -1.3 pp -0.9 pp +3.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 8.1 0.1% 6 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 8.0 2.2% 2 +0.8 pp +2.2 pp +2.2 pp +2.2 pp
Arkos Global Advisors CIK 0001769089 0.805 124 8.0 1.0% 4 +0.0 pp -0.1 pp +0.2 pp +1.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 7.0 2.4% 4 -0.6 pp -0.8 pp -0.8 pp +2.4 pp
Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 7.0 5.2% 4 -2.8 pp -2.9 pp -3.2 pp +5.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 6.6 0.3% 4 -0.1 pp -0.2 pp -0.4 pp +0.3 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 6.1 0.0% 1 +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 +2.1 pp +2.0 pp +1.9 pp +2.4 pp
Allegheny Financial Group CIK 0001844148 0.552 305 6.1 0.8% 4 -0.3 pp -1.1 pp -1.3 pp +0.8 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.9 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 5.9 0.9% 4 -0.0 pp -0.2 pp -0.2 pp +0.9 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 5.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
LIBRA WEALTH LLC CIK 0001925385 0.812 70 5.5 1.6% 4 -0.1 pp +0.0 pp +0.3 pp +1.6 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 5.5 0.3% 4 -0.1 pp -0.6 pp -0.3 pp +0.3 pp
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 5.0 3.6% 4 -4.8 pp -8.1 pp -8.5 pp +3.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 4.7 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.6 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 4.2 1.4% 4 -0.1 pp +0.0 pp +0.4 pp +1.4 pp
MAD RIVER INVESTORS CIK 0001384484 0.798 29 4.2 1.5% 4 -1.0 pp -1.6 pp -1.6 pp +1.5 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 3.9 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 3.9 0.8% 4 -0.1 pp -0.4 pp -0.4 pp +0.8 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 3.9 1.1% 4 -0.1 pp -0.4 pp -0.4 pp +1.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 3.6 2.1% 5 -0.4 pp -1.3 pp -1.3 pp -1.1 pp
EVEXIA WEALTH LLC CIK 0001975710 0.437 77 3.6 1.0% 4 -0.0 pp -0.2 pp -0.2 pp +1.0 pp
DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 3.6 2.3% 4 -0.3 pp -0.3 pp -0.0 pp +2.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Smart Money Group LLC CIK 0001728866 0.774 86 3.5 1.0% 4 -0.3 pp -0.7 pp -0.7 pp +1.0 pp
Avenir Tech Ltd CIK 0002029708 0.803 31 3.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 3.5 0.7% 4 -0.2 pp -0.4 pp -0.4 pp +0.7 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.4 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 3.4 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
SFMG, LLC CIK 0001512026 0.796 334 3.4 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 3.3 2.7% 4 -0.7 pp -0.9 pp -0.8 pp +2.7 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 3.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 3.3 1.5% 4 -0.1 pp -0.5 pp -0.4 pp +1.5 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 3.2 0.1% 4 -0.0 pp -0.3 pp -0.1 pp +0.1 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 3.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 3.1 2.9% 2 -0.6 pp +2.9 pp +2.9 pp +2.9 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.1 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 3.1 1.6% 4 +0.0 pp -0.5 pp -0.3 pp +1.6 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAMBIENT FAMILY OFFICE, LLC CIK 0002105684 0.457 328 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 3.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
NWAM LLC CIK 0001655006 0.392 684 3.0 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
QTR Family Wealth, LLC CIK 0002067954 0.142 337 2.8 1.2% 4 -0.0 pp -1.3 pp -1.9 pp +1.2 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.8 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
INTERCAPITAL, LLC CIK 0002108411 0.060 64 2.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.7 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 2.6 0.4% 4 -0.3 pp -0.5 pp -0.5 pp +0.4 pp
Haven Private, LLC CIK 0002053665 0.243 171 2.6 1.1% 4 -0.3 pp -0.7 pp -0.5 pp +1.1 pp
Sepio Capital, LP CIK 0001751412 0.794 346 2.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
LFG Wealth Partners, LLC CIK 0002044171 0.104 98 2.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 2.6 0.6% 4 -0.2 pp -0.4 pp +0.2 pp +0.6 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 2.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 2.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Lansing Street Advisors CIK 0001926571 0.417 166 2.5 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRED AVON FAMILY WEALTH, LLC CIK 0002094435 0.222 262 2.4 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Gem Investment Advisors, LLC CIK 0001580018 0.257 35 2.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 2.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
SMART Wealth LLC CIK 0002044723 0.032 222 2.2 0.6% 4 -0.2 pp -0.4 pp -0.2 pp +0.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Innovative Advisory Group, LLC CIK 2156202 0.646 29 2.1 1.9% 5 +0.1 pp -0.5 pp -1.0 pp -0.7 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 2.1 0.6% 4 -0.4 pp -1.1 pp -1.3 pp +0.6 pp
IPG Investment Advisors LLC CIK 0001602237 0.229 268 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 2.0 0.4% 4 -0.0 pp -0.2 pp -0.4 pp +0.4 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 2.0 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Walleye Trading LLC CIK 0001388391 0.179 946 2.0 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 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Spectrum Strategic Capital Management, LLC CIK 0001554961 0.402 79 1.9 1.0% 4 -0.1 pp -0.4 pp -0.5 pp +1.0 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 1.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 1.8 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 1.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 1.8 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Guild Investment Management, Inc. CIK 0001317802 0.230 59 1.8 1.3% 4 -0.3 pp -0.8 pp -1.1 pp +1.3 pp
Financial Designs Corp CIK 0001561383 0.764 41 1.8 1.0% 4 -0.3 pp -0.7 pp -0.6 pp +1.0 pp
CMG Global Holdings, LLC CIK 0001839445 0.388 100 1.8 0.8% 4 -0.4 pp -1.0 pp -1.3 pp +0.8 pp
Firestone Capital Management CIK 0001799964 0.602 168 1.8 0.4% 4 -0.2 pp -0.4 pp -0.3 pp +0.4 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Abound Wealth Management CIK 0001950323 0.745 1359 1.7 0.4% 4 -0.2 pp -0.3 pp -0.3 pp +0.4 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 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISTA FINANCE, LLC CIK 0001893809 0.382 69 1.7 1.3% 4 -0.0 pp -0.7 pp +0.8 pp +1.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 1.6 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 1.6 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Permian Investment Partners, LP CIK 0001472850 0.859 11 1.6 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cane Capital Partners, LLC CIK 0002086121 0.218 115 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 1.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Clare Market Investments LLC CIK 0002054098 0.513 173 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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Guardian Partners Inc. CIK 0001884799 0.411 391 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
Geneva Partners, LLC CIK 0001712671 0.052 75 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp -1.6 pp -1.7 pp +0.0 pp
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EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -1.2 pp -1.6 pp -1.6 pp +0.0 pp
INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.0 0.0% 0 -0.2 pp +0.0 pp -0.2 pp +0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 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
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Dynamic Financial Group CIK 0002061178 0.528 76 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.0 0.0% 0 +0.0 pp -6.8 pp -1.0 pp +0.0 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 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
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BSW Wealth Partners CIK 0001512601 0.641 331 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Trans-Canada Capital Inc. CIK 0001896476 0.858 21 0.0 0.0% 0 +0.0 pp -4.7 pp -4.9 pp +0.0 pp
PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Kenora Financial, LLC CIK 0001990080 0.370 133 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Buckley Wealth Management, LLC CIK 0001730126 0.502 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 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
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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
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Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RPO LLC CIK 0001885066 0.000 17 0.0 0.0% 0 +0.0 pp -6.2 pp +0.0 pp +0.0 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp +0.0 pp
PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 0.0 0.0% 0 -1.7 pp -2.2 pp -1.9 pp +0.0 pp
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Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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HARBER ASSET MANAGEMENT LLC CIK 0001387921 0.055 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
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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
HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 -0.5 pp -0.9 pp -1.4 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
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
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.0 0.0% 0 -0.8 pp -0.2 pp -1.5 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.7 pp -0.9 pp +0.0 pp
Main Management LLC CIK 0001583092 0.804 95 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpha Zero LLC CIK 0002079032 0.418 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Alan B Lancz & Associates, Inc. CIK 0001897835 0.171 138 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 -1.2 pp -1.6 pp -1.9 pp -1.6 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
Newtyn Management, LLC CIK 0001569241 0.214 34 0.0 0.0% 0 +0.0 pp -1.2 pp -1.7 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Covenant Asset Management, LLC CIK 0001697717 0.396 145 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.0 0.0% 0 -0.1 pp -1.1 pp -1.6 pp +0.0 pp
Helium Advisors LLC CIK 0002056653 0.215 107 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 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
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 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 (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