Signals

FCOM

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

Flow ranking

Rank#15866
Score / z0.000 / -0.02
Consensus69.45 over 127 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 161.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 138.8 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 37.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 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 35.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 21.6 1.6% 4 -0.4 pp -0.3 pp +0.0 pp +1.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.4 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 15.5 0.0% 3 -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 14.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 13.7 1.5% 4 -0.2 pp -0.2 pp -0.2 pp +1.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 12.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 12.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 11.6 3.5% 4 +0.2 pp +0.0 pp -0.2 pp +3.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 9.2 1.9% 4 -0.5 pp -0.0 pp -0.0 pp +1.9 pp
REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 8.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fischer Financial Services, Inc. CIK 0002064001 0.345 65 7.2 2.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 7.2 3.3% 4 +0.0 pp +0.5 pp +0.7 pp +3.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.0 0.0% 4 +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 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 4.9 2.3% 4 -0.3 pp -0.3 pp -0.3 pp +2.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 4.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 3.6 0.4% 2 -0.0 pp +0.4 pp +0.0 pp +0.4 pp
NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.4 1.3% 4 -0.4 pp -0.4 pp -0.4 pp +1.3 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.1 0.1% 4 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Private Wealth, LLC CIK 0002109849 0.483 82 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.8 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.8 0.0% 6 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.8 0.9% 4 +0.1 pp +0.2 pp +0.2 pp +0.9 pp
LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 1.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 1.5 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
Mechanics Bank Trust Department CIK 0001439743 0.430 211 1.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Jacobs Equity LLC CIK 0002111761 0.154 121 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Live Oak Investment Partners CIK 0001822262 0.329 93 1.3 0.8% 4 -0.0 pp +0.1 pp -0.0 pp +0.8 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.3 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 1.3 1.2% 4 -0.1 pp -0.2 pp -0.2 pp +1.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.2 0.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 1.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 1.2 0.6% 4 -0.0 pp -0.2 pp -0.2 pp +0.6 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Atlas Brown,Inc. CIK 0001388168 0.265 237 0.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.6 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 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.5 0.4% 4 -0.0 pp -0.0 pp +0.1 pp +0.4 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.5 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Odyssey Capital Advisors, Inc. CIK 0002104872 0.221 101 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.4 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 0.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 0.3 0.1% 4 -0.0 pp -0.2 pp -0.4 pp +0.1 pp
Williams & Novak, LLC CIK 0001998419 0.193 145 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 1 +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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.2 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 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 -3.9 pp -4.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 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
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 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
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 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 -2.3 pp +0.0 pp +0.0 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
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 -0.3 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 -0.0 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
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
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
MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -1.1 pp -1.2 pp -1.1 pp -1.1 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
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Moment Partners, LLC CIK 0002055889 0.716 101 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 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
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 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
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 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
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 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
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 FCOM). Qtrs Held counts distinct quarters this fund has actually held FCOM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FCOM position size. Δ columns are the percentage-point change in FCOM'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