☆FDEM
Flow ranking
Rank#17084
Score / z0.000 / -0.02
Consensus30.81 over 50 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.
Fund holders
| Fund ▾ | Quality Q ▾ | Positions ▾ | Value ($M) ▾ | % of Fund AUM ▾ | Qtrs Held ▾ | Δ 1Q ▾ | Δ 2Q ▾ | Δ 3Q ▾ | Δ 4Q ▾ |
|---|---|---|---|---|---|---|---|---|---|
| ☆McAdam, LLC CIK 0001695490 | 0.802 | 516 | 81.6 | 3.2% | 5 | +2.0 pp | +2.1 pp | +2.3 pp | +2.5 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 32.7 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Storgate, LLC CIK 0002110835 | 0.075 | 351 | 29.4 | 6.1% | 2 | -1.9 pp | +6.1 pp | +6.1 pp | +6.1 pp |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 20.1 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 17.1 | 0.0% | 6 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MAI Capital Management CIK 0001040197 | 0.725 | 1889 | 10.3 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CITADEL ADVISORS LLC CIK 0001423053 | 0.483 | 6351 | 9.6 | 0.0% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Salus Financial Advisors, LLC CIK 0002056601 | 0.810 | 39 | 9.6 | 4.7% | 5 | -0.0 pp | -0.5 pp | -0.5 pp | -0.5 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 9.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clarity Retirement & Wealth, LLC CIK 0002103352 | 0.659 | 32 | 9.2 | 6.4% | 2 | +0.2 pp | +6.4 pp | +6.4 pp | +6.4 pp |
| ☆Advyzon Investment Management, LLC CIK 0002011872 | 0.218 | 754 | 9.2 | 0.7% | 2 | +0.1 pp | +0.7 pp | +0.7 pp | +0.7 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 8.3 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Landing Point Financial Group, LLC CIK 0002025964 | 0.029 | 99 | 7.2 | 2.5% | 1 | +2.5 pp | +2.5 pp | +2.5 pp | +2.5 pp |
| ☆Arkadios Wealth Advisors CIK 0001800798 | 0.458 | 1680 | 7.1 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 6.0 | 0.0% | 5 | -0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆Smartleaf Asset Management LLC CIK 0002010393 | 0.619 | 3465 | 5.8 | 0.2% | 4 | +0.0 pp | +0.0 pp | -0.0 pp | +0.2 pp |
| ☆Mayfair Advisory Group, LLC CIK 0001801926 | 0.459 | 185 | 5.7 | 1.7% | 5 | +0.1 pp | +1.0 pp | +1.4 pp | +1.5 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 4.8 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆MML INVESTORS SERVICES, LLC CIK 0000701059 | 0.831 | 3254 | 4.2 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆New Insight Wealth Advisors CIK 0002022328 | 0.372 | 120 | 3.6 | 1.1% | 5 | +0.2 pp | +0.6 pp | +0.8 pp | +0.8 pp |
| ☆S Harris Financial Group, LLC CIK 0002112907 | 0.391 | 124 | 3.2 | 2.5% | 2 | -0.1 pp | +2.5 pp | +2.5 pp | +2.5 pp |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 3.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Vise Technologies, Inc. CIK 0001812090 | 0.362 | 1774 | 2.8 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JANE STREET GROUP, LLC CIK 0001595888 | 0.450 | 5522 | 2.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆REDW Wealth LLC CIK 0001688931 | 0.503 | 104 | 2.3 | 0.8% | 4 | +0.1 pp | +0.3 pp | +0.6 pp | +0.8 pp |
| ☆Payne Capital LLC CIK 0002094426 | 0.375 | 59 | 2.3 | 1.9% | 3 | +0.1 pp | +0.8 pp | +1.9 pp | +1.9 pp |
| ☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 | 0.969 | 5626 | 2.2 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 2.1 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SMITH, MOORE & CO. CIK 0000200724 | 0.514 | 586 | 1.3 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 1.2 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Cassilly Financial Group LLC CIK 0002090777 | 0.264 | 75 | 1.1 | 0.8% | 2 | +0.1 pp | +0.8 pp | +0.8 pp | +0.8 pp |
| ☆Investmark Advisory Group LLC CIK 0001926349 | 0.382 | 148 | 1.1 | 0.4% | 5 | +0.0 pp | +0.1 pp | +0.1 pp | +0.2 pp |
| ☆BG Investment Services, LLC CIK 0001873989 | 0.578 | 52 | 1.1 | 0.8% | 4 | +0.1 pp | +0.3 pp | +0.3 pp | +0.8 pp |
| ☆Stratos Wealth Advisors, LLC CIK 0001707202 | 0.393 | 638 | 1.0 | 0.1% | 5 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Merit Financial Group, LLC CIK 0001621225 | 0.728 | 2318 | 0.9 | 0.0% | 3 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆FMR LLC CIK 0000315066 | 0.989 | 5571 | 0.9 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Ashton Thomas Private Wealth, LLC CIK 0002019663 | 0.506 | 1586 | 0.8 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.170 | 5155 | 0.8 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Waverly Advisors, LLC CIK 0001568787 | 0.673 | 1737 | 0.6 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DAHRING | CUSMANO LLC CIK 0002053669 | 0.599 | 62 | 0.6 | 0.3% | 5 | -0.0 pp | -0.1 pp | -0.1 pp | -0.0 pp |
| ☆Whipplewood Advisors, LLC CIK 0002052510 | 0.077 | 636 | 0.5 | 0.3% | 3 | +0.1 pp | +0.0 pp | +0.3 pp | +0.3 pp |
| ☆Archer Investment Management, LLC CIK 0002052868 | 0.202 | 110 | 0.5 | 0.2% | 1 | +0.2 pp | -2.3 pp | -4.1 pp | +0.2 pp |
| ☆LPL Financial LLC CIK 0001403438 | 0.957 | 5996 | 0.5 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Cyndeo Wealth Partners, LLC CIK 0001950947 | 0.448 | 517 | 0.4 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tanager Wealth Management LLP CIK 0001892929 | 0.750 | 158 | 0.4 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 | 0.954 | 4062 | 0.4 | 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 | 0.4 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Wayfinding Financial, LLC CIK 0001898131 | 0.240 | 171 | 0.3 | 0.1% | 5 | -1.3 pp | -1.3 pp | -1.3 pp | -1.2 pp |
| ☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 | 0.917 | 2781 | 0.3 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.3 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Intergy Private Wealth, LLC CIK 0001911342 | 0.551 | 147 | 0.3 | 0.1% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.1 pp |
| ☆Savvy Advisors, Inc. CIK 0002003633 | 0.613 | 1232 | 0.3 | 0.0% | 3 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆GTS SECURITIES LLC CIK 0001452765 | 0.104 | 1323 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Prime Capital Investment Advisors, LLC CIK 0001731446 | 0.680 | 1068 | 0.2 | 0.0% | 1 | +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 |
| ☆Spire Wealth Management CIK 0001858740 | 0.515 | 2226 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.1 | 0.0% | 5 | -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 | 0.1 | 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% | 7 | +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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 | 0.738 | 2587 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.0 | 0.0% | 5 | -0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Glass Jacobson Investment Advisors llc CIK 0001964394 | 0.238 | 618 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CoreCap Advisors, LLC CIK 0001902501 | 0.473 | 3167 | 0.0 | 0.0% | 5 | -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% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 | 0.984 | 4961 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆VANGUARD ADVISERS INC CIK 0000947529 | 0.995 | 715 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆LifeSteps Financial, Inc. CIK 0001801373 | 0.319 | 792 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆HOWE & RUSLING INC CIK 0000769963 | 0.498 | 479 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Private Wealth Asset Management, LLC CIK 0001883006 | 0.617 | 930 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Integrated Wealth Concepts LLC CIK 0001737109 | 0.681 | 2404 | 0.0 | 0.0% | 1 | +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% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Abound Wealth Management CIK 0001950323 | 0.745 | 1359 | 0.0 | 0.0% | 2 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 0.0 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Elyxium Wealth, LLC CIK 0002043538 | 0.051 | 298 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Tradewinds Capital Management, LLC CIK 0001616026 | 0.095 | 715 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | -0.0 pp |
| ☆COMMONS CAPITAL, LLC CIK 0001912835 | 0.286 | 96 | 0.0 | 0.0% | 0 | +0.0 pp | -0.2 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 |
| ☆Sunbelt Securities, Inc. CIK 0001632932 | 0.451 | 2954 | 0.0 | 0.0% | 0 | -0.4 pp | -0.2 pp | -0.2 pp | -0.2 pp |
| ☆RFG Advisory, LLC CIK 0001633387 | 0.783 | 1103 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Pasadena Private Wealth, LLC CIK 0001760578 | 0.559 | 269 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 | 0.735 | 6469 | 0.0 | 0.0% | 0 | -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% | 0 | +0.0 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 | 0.031 | 656 | 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 | -0.9 pp | -0.8 pp | -0.5 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 |
| ☆von Borstel & Associates, Inc. CIK 0002041065 | 0.909 | 44 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.5 pp | +0.0 pp |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Forthright Family Wealth Advisory LLC CIK 0002008648 | 0.028 | 57 | 0.0 | 0.0% | 0 | -0.3 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Retireful, LLC CIK 0001919176 | 0.005 | 81 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | +0.0 pp | -0.8 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 |
| ☆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 |
| ☆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 |
| ☆Aptus Capital Advisors, LLC CIK 0001664193 | 0.793 | 1746 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Merkkuri Wealth Advisors LLC CIK 0002040317 | 0.191 | 81 | 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 |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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