Signals

← Signals

☆FDL

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

Flow ranking

Rank#22698
Score / z-0.124 / -0.13
Consensus165.41 over 343 funds
Momentumno 12m return

Price & positioning

227 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 724.1 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 454.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 265.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 254.7 0.1% 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 160.0 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 129.2 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 125.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 123.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 121.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 79.8 3.7% 4 -0.1 pp -0.0 pp -0.3 pp +3.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 75.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 72.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 71.8 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 62.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 62.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 58.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 46.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 45.0 8.2% 4 -5.7 pp -6.2 pp -10.5 pp +8.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 38.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 37.5 3.6% 4 +0.3 pp +0.2 pp -0.0 pp +3.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 35.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 30.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 28.3 5.5% 4 +1.1 pp +1.0 pp +0.8 pp +5.5 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 27.6 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 24.0 2.4% 4 +0.2 pp +0.3 pp +0.2 pp +2.4 pp
☆Investors Research Corp CIK 0001730630 0.347 805 23.7 4.5% 4 +3.4 pp +3.5 pp +3.5 pp +4.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 22.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 22.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 22.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 22.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 21.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 21.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 20.0 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 18.5 0.2% 4 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 16.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 16.0 3.1% 4 +0.2 pp +0.5 pp +0.7 pp +3.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HC Advisors, LLC CIK 0001803295 0.581 62 14.9 10.0% 4 +0.7 pp +0.9 pp -1.3 pp +10.0 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 14.5 8.7% 4 +1.4 pp +3.8 pp +3.3 pp +8.7 pp
☆Center for Wealth Management Advisory CIK 0002121390 0.325 62 14.4 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 13.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 13.9 1.5% 4 +0.0 pp +0.0 pp +0.2 pp +1.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 13.0 1.8% 4 +0.4 pp +0.3 pp +0.1 pp +1.8 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 12.9 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 12.9 2.5% 4 -0.1 pp +0.0 pp +0.2 pp +2.5 pp
☆McAdam, LLC CIK 0001695490 0.802 516 12.8 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 12.8 2.9% 4 -0.0 pp -0.3 pp -0.6 pp +2.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 12.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 12.0 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 11.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 9.5 3.3% 1 +3.3 pp +3.3 pp +1.2 pp +3.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 9.5 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 9.3 3.2% 4 +0.4 pp +0.5 pp +0.1 pp +3.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 8.8 5.9% 4 +0.3 pp +0.3 pp +1.9 pp +5.9 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 8.6 3.8% 4 +0.5 pp +0.5 pp +0.3 pp +3.8 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 8.4 3.6% 4 +1.0 pp +1.2 pp +1.4 pp +3.6 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 8.2 0.6% 4 +0.1 pp +0.1 pp -0.0 pp +0.6 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 8.2 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 8.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 8.0 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 7.9 1.5% 4 +0.1 pp +0.0 pp -0.0 pp +1.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.6 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 7.4 0.3% 4 +0.1 pp +0.0 pp -0.1 pp +0.3 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
☆Creative Planning CIK 0001540235 0.979 4196 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 6.9 0.5% 4 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 6.7 1.2% 4 +0.1 pp +0.1 pp -0.0 pp +1.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 6.5 4.2% 4 +2.2 pp +2.6 pp +2.8 pp +4.2 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 6.3 0.4% 4 -0.0 pp +0.2 pp +0.1 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 6.2 4.4% 4 +0.5 pp +0.4 pp +0.3 pp +4.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 6.0 1.9% 4 +0.3 pp -0.1 pp -0.2 pp +1.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 5.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 5.4 0.9% 4 +0.6 pp +0.3 pp +0.3 pp +0.9 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 5.2 1.6% 4 +1.3 pp +1.5 pp +1.5 pp +1.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 4.9 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 4.9 0.8% 4 +0.2 pp +0.4 pp +0.5 pp +0.8 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 4.8 4.8% 5 +0.7 pp +0.7 pp +0.1 pp -1.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 4.8 1.2% 4 +0.2 pp +0.1 pp -0.1 pp +1.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 4.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 4.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.4 1.0% 4 +0.2 pp +0.2 pp +0.1 pp +1.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 4.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.3 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 4.3 1.1% 4 +0.0 pp -0.1 pp -0.7 pp +1.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.465 61 4.2 3.0% 4 +0.4 pp +0.5 pp +0.5 pp +3.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 4.0 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 3.8 3.3% 3 +1.2 pp +2.3 pp +3.3 pp +3.3 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 3.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 3.7 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
☆ROI Financial Advisors, LLC CIK 0002011633 0.365 70 3.6 2.2% 4 +0.3 pp +0.3 pp +0.2 pp +2.2 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 3.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 3.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 3.3 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.3 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 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.2 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 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 3.2 1.3% 4 +0.1 pp +0.1 pp +0.0 pp +1.3 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 3.2 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forge Financial Services LLC CIK 0002055357 0.958 36 3.1 0.3% 4 -0.9 pp -1.0 pp -1.8 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 2.9 2.5% 2 +2.0 pp +2.5 pp +2.5 pp +2.5 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.8 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 2.7 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 2.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 2.7 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 2.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 2.5 1.1% 4 +0.3 pp +0.2 pp +0.1 pp +1.1 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 2.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.3 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 2.2 0.9% 4 +0.1 pp +0.0 pp +0.0 pp +0.9 pp
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☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.4 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 0.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattern Wealth Management LLC CIK 0001802376 0.596 183 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.3 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Whelan Financial CIK 0001894921 0.754 101 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 0.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wise Wealth Partners CIK 0002056711 0.035 43 0.3 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SageOak Financial, LLC CIK 0002055829 0.796 36 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALZHAUER MICHAEL CIK 0001059543 0.470 79 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆S Harris Financial Group, LLC CIK 0002112907 0.391 124 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.2 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
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☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gunpowder Capital Management, LLC dba Oliver Wealth Management CIK 0002114795 0.402 408 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 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 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.1 0.0% 4 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
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☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.1 0.0% 4 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eukles Asset Management CIK 0001632553 0.343 228 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL & PLANNING, LLC CIK 0002053750 0.593 45 0.0 0.0% 1 +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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +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
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +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 -0.1 pp +0.0 pp +0.0 pp
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☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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 -0.5 pp -3.9 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.2 pp -0.2 pp -0.4 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -0.4 pp -0.5 pp -0.5 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 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
☆BCS Wealth Management CIK 0001798172 0.420 270 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
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -2.0 pp -1.9 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp -1.6 pp -1.7 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 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
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.3 pp +0.0 pp -0.4 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Monument Group Wealth Advisors, LLC CIK 0001965665 0.851 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 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
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 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
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 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 -0.2 pp -0.1 pp -0.1 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
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 +0.0 pp -0.1 pp -0.7 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 -0.4 pp -0.7 pp -0.8 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 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
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆BARINGS LLC CIK 0000009015 0.845 191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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 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 (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