Signals

← Signals

☆FDVV

466 in-universe funds with a nonzero position in FDVV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#593
Score / z0.251 / 0.35
Consensus179.52 over 346 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+306% / 1.0d ⚡

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 349.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 172.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 142.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 131.2 4.3% 3 +0.1 pp -0.1 pp +4.3 pp +4.3 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 128.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 117.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 117.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 98.9 0.1% 3 +0.0 pp +0.0 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 92.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 82.3 0.1% 4 +0.0 pp +0.1 pp -0.0 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 65.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 52.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 45.6 7.3% 3 -0.5 pp -3.5 pp +7.3 pp +7.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 44.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 38.6 3.6% 3 -0.9 pp -0.6 pp +3.6 pp +3.6 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 37.3 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 34.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 33.5 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 33.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 27.6 3.5% 3 -0.0 pp -0.2 pp +3.5 pp +3.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 27.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 27.3 13.6% 3 +0.4 pp +2.2 pp +13.6 pp +13.6 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 25.0 4.0% 2 -0.6 pp +4.0 pp +4.0 pp +4.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 23.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 21.9 3.3% 3 -1.4 pp -1.3 pp +3.3 pp +3.3 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 20.7 6.0% 3 -0.0 pp +0.1 pp +6.0 pp +6.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 19.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 19.4 8.8% 3 +0.4 pp +0.8 pp +8.8 pp +8.8 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 18.1 4.4% 3 -0.1 pp +0.1 pp +4.4 pp +4.4 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 17.9 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 17.6 3.4% 3 +0.1 pp +0.5 pp +3.4 pp +3.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 17.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 17.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 16.9 10.3% 2 +0.0 pp +10.3 pp +10.3 pp +10.3 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 16.7 4.6% 3 -0.2 pp +1.1 pp +4.6 pp +4.6 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 16.6 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 15.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 15.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 14.8 3.4% 3 +0.0 pp +0.1 pp +3.4 pp +3.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 13.9 4.0% 3 +0.2 pp +0.3 pp +4.0 pp +4.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 12.9 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 12.9 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 12.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 12.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 10.9 0.3% 3 +0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 10.9 7.5% 3 +0.1 pp +2.0 pp +7.5 pp +7.5 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 10.2 3.6% 3 +0.3 pp +0.9 pp +3.6 pp +3.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 10.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 8.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 8.7 0.7% 3 -0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 8.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 8.2 4.4% 2 +0.8 pp +4.4 pp +4.4 pp +4.4 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 7.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 7.7 2.8% 3 +0.6 pp +2.3 pp +2.8 pp +2.8 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.6 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 7.5 2.2% 3 +0.0 pp +1.3 pp +2.2 pp +2.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.4 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 7.2 5.5% 3 -0.0 pp +0.0 pp +5.5 pp +5.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 6.8 2.9% 3 -0.0 pp -0.0 pp +2.9 pp +2.9 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 6.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 6.6 2.5% 3 +0.3 pp +1.2 pp +2.5 pp +2.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 6.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 6.4 0.3% 4 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 6.4 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 6.3 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 6.2 2.9% 3 -0.1 pp -0.1 pp +2.9 pp +2.9 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 5.7 1.8% 3 +0.1 pp +0.7 pp +1.8 pp +1.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 5.6 5.0% 3 +0.9 pp +1.1 pp +5.0 pp +5.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 5.5 3.7% 3 +0.8 pp +0.7 pp +3.7 pp +3.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 5.2 1.9% 3 -0.4 pp +0.2 pp +1.9 pp +1.9 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 5.0 4.9% 3 -0.3 pp -0.3 pp +4.9 pp +4.9 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 4.9 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 4.9 2.1% 3 +0.0 pp -0.0 pp +2.1 pp +2.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.9 0.1% 3 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 4.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 4.1 2.2% 3 -0.0 pp +0.0 pp +2.2 pp +2.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 3.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 3.8 1.4% 3 -0.2 pp -2.2 pp +1.4 pp +1.4 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 3.8 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.8 1.3% 3 +0.3 pp +0.5 pp +1.3 pp +1.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 3.6 0.9% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 3.5 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 3.5 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.2 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 3.1 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 2.9 0.8% 3 +0.1 pp +0.3 pp +0.8 pp +0.8 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 2.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.8 0.9% 3 +0.2 pp +0.5 pp +0.9 pp +0.9 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 2.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 2.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 2.4 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 2.4 1.0% 2 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 2.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 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
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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