Signals

← Signals

☆FDVV

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

Flow ranking

Rank#862
Score / z0.147 / 0.11
Consensus180.03 over 364 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+1827% / 1.2d ⚡

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 375.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 164.1 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 145.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 139.9 4.3% 4 +0.0 pp +0.1 pp -0.1 pp +4.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 134.4 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 130.8 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 116.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 111.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 95.3 0.8% 4 +0.4 pp +0.3 pp +0.3 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 94.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 79.0 0.1% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 71.1 1.3% 4 +0.6 pp +0.6 pp +0.6 pp +1.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 68.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 59.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 48.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 45.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 44.3 0.8% 4 +0.5 pp +0.6 pp +0.3 pp +0.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 42.0 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 40.7 3.0% 4 -0.6 pp -1.4 pp -1.2 pp +3.0 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 36.2 6.5% 4 -0.8 pp -1.3 pp -4.3 pp +6.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 35.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 34.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 32.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 32.0 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 30.3 3.7% 4 +0.3 pp +0.2 pp +0.0 pp +3.7 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 27.4 13.3% 4 -0.3 pp +0.0 pp +1.9 pp +13.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 25.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 24.1 3.9% 3 -0.1 pp -0.7 pp +3.9 pp +3.9 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 22.1 2.4% 4 -0.9 pp -2.2 pp -2.2 pp +2.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 19.8 8.5% 4 -0.3 pp +0.1 pp +0.5 pp +8.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 18.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 18.0 4.4% 4 -0.0 pp -0.1 pp +0.0 pp +4.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 17.4 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 16.8 0.7% 4 +0.0 pp -0.0 pp +0.1 pp +0.7 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 16.8 5.0% 4 +0.4 pp +0.2 pp +1.5 pp +5.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 16.7 2.4% 3 -0.2 pp -0.1 pp +2.4 pp +2.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 16.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 15.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 15.1 4.4% 4 -1.6 pp -1.7 pp -1.5 pp +4.4 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 14.7 9.9% 3 -0.4 pp -0.4 pp +9.9 pp +9.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 14.2 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 13.3 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 13.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 13.1 2.9% 4 -0.4 pp -0.4 pp -0.3 pp +2.9 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 12.8 0.8% 4 -0.0 pp -0.0 pp +0.0 pp +0.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 12.1 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 12.0 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 11.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 10.2 3.8% 4 +0.2 pp +0.5 pp +1.1 pp +3.8 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 10.0 2.5% 2 +2.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 10.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 9.7 0.5% 4 -0.0 pp -0.1 pp +0.0 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 9.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 9.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 8.8 3.8% 4 -0.3 pp -0.1 pp +0.1 pp +3.8 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 8.6 5.1% 2 +0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 8.0 0.4% 4 -0.2 pp -0.4 pp +0.0 pp +0.4 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 7.9 2.8% 4 +0.1 pp +0.7 pp +2.4 pp +2.8 pp
☆Powers Advisory Group, LLC CIK 0001927474 0.567 130 7.8 2.7% 4 +0.3 pp +0.6 pp +1.5 pp +2.7 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 7.6 4.2% 3 -0.2 pp +0.7 pp +4.2 pp +4.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 7.5 0.4% 4 -0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 7.4 2.1% 4 -0.1 pp -0.0 pp +1.2 pp +2.1 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 7.2 2.6% 4 +0.7 pp +0.3 pp +0.9 pp +2.6 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carbahal Olsen Financial Services Group, LLC CIK 0002052538 0.783 40 7.1 5.7% 4 +0.2 pp +0.2 pp +0.2 pp +5.7 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 7.0 1.0% 2 +0.8 pp +1.0 pp +1.0 pp +1.0 pp
☆Investment Advisory Services Group LLC CIK 0002099157 0.648 37 7.0 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 7.0 1.0% 4 +0.5 pp +0.5 pp +0.5 pp +1.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 6.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 6.6 2.9% 4 -0.0 pp -0.1 pp -0.1 pp +2.9 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 6.2 5.2% 4 +0.1 pp +1.0 pp +1.3 pp +5.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 6.2 2.0% 4 +0.2 pp +0.3 pp +0.9 pp +2.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 6.2 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 6.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 6.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.247 250 6.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 5.8 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 5.8 2.9% 4 -0.0 pp -0.1 pp -0.1 pp +2.9 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 5.8 3.8% 4 +0.2 pp +0.9 pp +0.9 pp +3.8 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 5.2 2.2% 3 +1.2 pp +2.0 pp +2.2 pp +2.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 5.2 0.2% 5 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 4.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 4.9 4.8% 4 -0.1 pp -0.3 pp -0.3 pp +4.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 4.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 4.9 0.1% 4 -0.0 pp -0.2 pp -0.1 pp +0.1 pp
☆Fullerton Advisors, LLC CIK 0002108355 0.510 54 4.8 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 4.7 2.0% 4 -0.1 pp -0.1 pp -0.1 pp +2.0 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 4.7 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 4.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 4.2 1.5% 4 +0.3 pp +0.5 pp +0.8 pp +1.5 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 4.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 4.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 4.0 2.2% 4 -0.0 pp -0.0 pp +0.0 pp +2.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 4.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 3.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 3.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 3.7 2.0% 4 -0.1 pp -0.2 pp -0.3 pp +2.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 3.6 2.2% 3 +1.8 pp +2.0 pp +2.2 pp +2.2 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 3.6 1.7% 4 +0.3 pp +0.2 pp -1.8 pp +1.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.4 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Slagle Financial, LLC CIK 0001984918 0.043 127 3.4 1.1% 4 +0.0 pp +0.1 pp +0.2 pp +1.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 3.3 1.1% 4 +0.2 pp +0.3 pp +0.7 pp +1.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 3.3 0.9% 4 +0.1 pp +0.2 pp +0.4 pp +0.9 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 3.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 3.3 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 3.0 0.7% 6 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 3.0 1.5% 4 -0.2 pp -0.3 pp -0.3 pp +1.5 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.9 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.9 0.1% 5 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.7 0.0% 4 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 2.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 2.5 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
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☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
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☆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
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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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 (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