Signals

← Signals

☆FDN

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

Flow ranking

Rank#17227
Score / z0.000 / -0.02
Consensus188.79 over 365 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆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 287.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 186.6 0.0% 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 179.2 0.0% 5 -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 173.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 149.4 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 104.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 97.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 39.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 39.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 34.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 32.2 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 29.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 28.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 26.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 23.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 20.1 0.0% 1 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 19.8 0.5% 5 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Warner Group LLC CIK 0002073617 0.415 129 19.7 4.8% 3 -0.6 pp -3.8 pp +4.8 pp +4.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 17.4 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 17.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 16.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 16.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tamar Securities, LLC CIK 0001703081 0.527 90 15.7 1.5% 5 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 14.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 13.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 12.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.8 0.0% 5 -0.2 pp +0.0 pp -0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 11.5 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.5 0.0% 5 -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 10.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 9.9 0.2% 5 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 9.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 8.4 2.0% 5 -0.2 pp -0.6 pp -1.0 pp -1.2 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 8.3 1.5% 5 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 8.0 0.9% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 7.4 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 7.4 3.1% 5 -0.2 pp -0.7 pp -0.9 pp -1.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.4 0.0% 5 -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 7.1 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 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 6.7 0.5% 1 +0.5 pp -0.1 pp -0.1 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 6.5 1.0% 5 -0.0 pp -0.3 pp -0.5 pp -0.6 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 6.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 6.4 0.3% 1 +0.3 pp -0.1 pp +0.3 pp -0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.2 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 6.2 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Somerset Trust Co CIK 0001597099 0.266 186 6.0 1.7% 5 +0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 5.9 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.6 0.0% 5 -0.0 pp -0.5 pp -0.6 pp -0.7 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.4 0.1% 1 +0.1 pp -0.2 pp -0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 5.3 4.2% 5 -0.0 pp -0.5 pp -0.8 pp -0.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 5.2 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 4.6 0.3% 5 -0.0 pp -0.4 pp -0.5 pp -0.5 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 4.6 1.2% 5 -0.1 pp -0.4 pp -0.6 pp -1.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 4.3 2.6% 5 +0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 4.1 1.7% 6 -0.2 pp -0.4 pp -0.6 pp -0.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 3.4 3.0% 5 -0.2 pp -0.8 pp -1.0 pp -1.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.4 0.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 3.2 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Somerset Group LLC CIK 0001567912 0.423 58 3.0 2.1% 5 +0.0 pp -0.2 pp -0.4 pp -0.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.9 0.1% 2 +0.1 pp +0.1 pp -0.2 pp -0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 2.8 0.6% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 2.8 1.3% 5 -0.0 pp -0.3 pp -0.3 pp -0.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 2.8 0.6% 5 -0.0 pp -0.3 pp -0.7 pp -0.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.7 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 2.6 0.6% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 2.6 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 2.5 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Quantum Private Wealth, LLC CIK 0001929662 0.379 171 2.4 0.6% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 2.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 2.3 0.8% 6 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 2.3 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 2.2 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 2.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.2 0.0% 2 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 2.2 0.7% 6 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 2.1 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 2.0 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆GUERRA PAN ADVISORS, LLC CIK 0001910386 0.281 118 2.0 1.1% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆NORTHBRIDGE FINANCIAL GROUP, LLC CIK 0001968850 0.337 183 1.9 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 1.9 1.3% 6 -0.4 pp -0.8 pp -0.9 pp -0.5 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 1.9 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 1.8 0.7% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 1.8 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.7 0.0% 5 -0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 1.7 1.1% 5 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 1.7 0.6% 5 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.6 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.6 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Antonelli Financial Advisors, LLC CIK 0002055364 0.546 53 1.6 1.1% 5 -0.3 pp -3.4 pp -6.1 pp -6.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 1.5 0.9% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 1.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DEFINED WEALTH MANAGEMENT, LLC CIK 0001849518 0.125 115 1.4 0.7% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Unconventional Investor, LLC CIK 0001910387 0.781 49 1.4 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.7 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 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
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 -0.3 pp -0.4 pp -0.5 pp -0.4 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.0 0.0% 0 -1.3 pp -1.5 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TRUST CO OF OKLAHOMA CIK 0001083323 0.422 140 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -1.5 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp -0.8 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆360 Financial, Inc. CIK 0001802324 0.655 85 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.5 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 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
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆J. Team Financial, Inc. CIK 0002107629 0.119 102 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 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 +0.0 pp -0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆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
☆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
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 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 +0.0 pp -0.1 pp -0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 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 -0.9 pp -1.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 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
☆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
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 -0.2 pp +0.0 pp -0.3 pp -0.3 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp -0.8 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆October Effect Ltd CIK 0002078353 0.030 64 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 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 +0.0 pp -0.5 pp -0.6 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.1 pp -0.2 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
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -1.0 pp -1.1 pp -1.2 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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 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
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
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 FDN). Qtrs Held counts distinct quarters this fund has actually held FDN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FDN position size. Δ columns are the percentage-point change in FDN'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