Signals

FDEM

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

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.
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
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
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 FDEM). Qtrs Held counts distinct quarters this fund has actually held FDEM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FDEM position size. Δ columns are the percentage-point change in FDEM'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