Signals

← Signals

☆FDL

466 in-universe funds with a nonzero position in FDL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24090
Score / z-0.192 / -0.29
Consensus143.06 over 291 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 529.9 0.2% 2 -0.0 pp +0.2 pp +0.2 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 342.6 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 195.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 173.4 0.0% 2 -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 137.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 108.4 0.0% 2 +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 105.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 100.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 100.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 79.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 78.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 77.4 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 70.5 14.3% 2 -4.4 pp +14.3 pp +14.3 pp +14.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 68.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 57.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 54.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 38.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 32.6 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.5 0.0% 2 -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 24.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 22.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 22.1 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 21.5 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 21.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 15.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 13.1 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 12.9 9.1% 2 -2.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 12.4 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 12.1 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 11.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 10.9 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 10.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 10.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 10.1 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 9.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 8.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 8.4 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 8.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 7.9 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 7.9 4.9% 2 -0.5 pp +4.9 pp +4.9 pp +4.9 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 7.7 5.6% 2 +1.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 7.6 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 7.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 7.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 6.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 6.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 6.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 6.5 1.6% 2 +1.0 pp +1.6 pp +1.6 pp +1.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 6.5 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 5.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 5.6 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 5.5 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.413 2359 5.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 5.3 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 5.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 4.8 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 4.3 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 4.2 4.0% 3 -0.7 pp -1.8 pp +4.0 pp +4.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 4.0 1.2% 2 -0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 3.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 3.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 3.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 3.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 3.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.466 61 3.2 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 3.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROI Financial Advisors, LLC CIK 0002011633 0.365 70 3.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 2.8 1.3% 2 -0.8 pp +1.3 pp +1.3 pp +1.3 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 2.8 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 2.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 2.4 1.5% 2 +0.8 pp +1.5 pp +1.5 pp +1.5 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 2.4 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 2.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 2.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 2.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 2.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 2.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 2.0 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -2.0 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 FDL). Qtrs Held counts distinct quarters this fund has actually held FDL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FDL position size. Δ columns are the percentage-point change in FDL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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