Signals

← Signals

☆FDIS

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

Flow ranking

Rank#17092
Score / z0.000 / -0.02
Consensus90.97 over 167 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)
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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 ▾
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 147.7 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 126.6 0.6% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 61.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 31.5 0.1% 5 -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 24.3 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 22.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 14.8 3.7% 6 -0.7 pp +0.0 pp -0.2 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 12.7 3.3% 5 +1.4 pp +1.6 pp +1.4 pp +1.1 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 12.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 6.8 2.6% 5 +0.1 pp +0.0 pp +0.2 pp -0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 6.8 2.7% 5 +0.1 pp +0.3 pp +0.5 pp +0.6 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 6.0 0.0% 5 -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 5.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 5.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 4.9 0.5% 3 +0.0 pp -0.1 pp +0.5 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 4.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 4.2 1.1% 5 +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 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.4 1.1% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 3.4 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 3.2 2.8% 5 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 2.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 2.6 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 2.4 1.7% 1 +1.7 pp -0.3 pp -0.5 pp -0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 2.2 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 2.0 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 1.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.7 0.1% 1 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 1.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 1.6 1.4% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 1.5 0.6% 5 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.2 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 1.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 1.0 0.3% 7 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.8 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanchez Gaunt Capital Management, LLC CIK 0002113492 0.146 189 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.4 0.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆MAGNOLIA CAPITAL MANAGEMENT LTD CIK 0001802361 0.480 75 0.4 0.3% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zinnia Wealth Advisory, LLC CIK 0002073676 0.074 97 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -2.2 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 0.4 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 0.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTCO BANK CORP N Y (TRST) CIK 0000357301 0.294 77 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Monte Financial Group, LLC CIK 0001755651 0.166 102 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.2 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +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
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 5 -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% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆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
☆BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 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 +0.0 pp -0.1 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
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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 FDIS). Qtrs Held counts distinct quarters this fund has actually held FDIS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FDIS position size. Δ columns are the percentage-point change in FDIS'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