Signals

← Signals

☆FDVV

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

Flow ranking

Rank#693
Score / z0.172 / 0.26
Consensus159.47 over 313 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 251.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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 130.5 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 124.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 122.5 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 102.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 92.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 85.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 77.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 71.2 0.1% 3 +0.0 pp -0.0 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 58.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 53.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 43.1 4.5% 2 +0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 42.8 7.8% 2 -3.0 pp +7.8 pp +7.8 pp +7.8 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 38.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 37.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 37.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 34.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 32.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 30.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 29.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 28.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 25.5 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 25.4 13.3% 2 +1.8 pp +13.3 pp +13.3 pp +13.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 22.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 20.9 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 20.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 20.4 6.1% 2 +0.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 18.9 8.4% 2 +0.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 18.0 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 17.2 3.3% 2 +0.4 pp +3.3 pp +3.3 pp +3.3 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 16.9 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 16.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 16.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 16.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 15.9 4.8% 2 +1.3 pp +4.8 pp +4.8 pp +4.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 13.5 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 12.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 12.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 12.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 11.6 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 11.4 7.4% 2 +1.9 pp +7.4 pp +7.4 pp +7.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.1 0.0% 2 -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 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 9.2 3.2% 2 +0.6 pp +3.2 pp +3.2 pp +3.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 8.5 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 8.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 7.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 7.3 2.1% 2 +1.3 pp +2.1 pp +2.1 pp +2.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carbahal Olsen Financial Services Group, LLC CIK 0002052538 0.783 40 6.9 5.5% 2 +0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 6.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 6.8 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 6.7 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 6.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 6.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 6.3 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 6.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 6.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.9 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 5.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 5.7 2.2% 2 +1.7 pp +2.2 pp +2.2 pp +2.2 pp
☆KWB Wealth CIK 0001822236 0.453 169 5.6 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 5.4 2.2% 2 +0.9 pp +2.2 pp +2.2 pp +2.2 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 5.3 2.3% 2 +0.6 pp +2.3 pp +2.3 pp +2.3 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 5.2 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 4.8 2.1% 2 -0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 4.6 5.1% 2 +0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 4.5 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 4.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 4.2 4.2% 2 +0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 4.0 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 4.0 1.5% 2 -2.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 3.8 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 3.4 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 3.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 3.3 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.3 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 2.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 2.4 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 2.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 2.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 2.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.2 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 2.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Godshalk Welsh Capital Management, Inc. CIK 0001631775 0.213 137 2.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 2.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 1.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆O'Dell Group, LLC CIK 0001742569 0.731 42 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆MKD WEALTH COACHES, LLC CIK 0001536549 0.798 31 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Wealth Management LLC CIK 0002036775 0.791 70 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aldebaran Financial Inc. CIK 0001353110 0.323 82 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.2 0.0% 2 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horrell Capital Management, Inc. CIK 0001385925 0.439 196 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 FDVV). Qtrs Held counts distinct quarters this fund has actually held FDVV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FDVV position size. Δ columns are the percentage-point change in FDVV'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