Signals

← Signals

☆FEGE

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

Flow ranking

Rank#1056
Score / z0.072 / 0.07
Consensus88.56 over 159 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 141.2 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 137.1 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 97.7 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 90.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 78.2 2.5% 5 -0.1 pp +1.2 pp +1.6 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 70.3 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 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 65.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 55.1 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 52.1 0.8% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 39.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 33.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 31.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 25.4 0.5% 2 +0.4 pp +0.5 pp +0.5 pp -0.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 23.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.452 169 18.9 1.6% 3 +0.3 pp +0.3 pp +1.6 pp +1.6 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 16.6 7.6% 5 -0.1 pp +0.4 pp +1.3 pp +2.0 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 15.0 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 14.5 0.6% 3 +0.0 pp +0.5 pp +0.6 pp +0.6 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 14.5 6.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.4 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 13.5 0.3% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 12.8 5.0% 3 -0.2 pp +1.5 pp +5.0 pp +5.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Living Financial Services, Inc. CIK 0002083149 0.455 50 11.1 11.0% 2 -0.4 pp +11.0 pp +11.0 pp +11.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 9.1 1.6% 5 -0.2 pp -0.3 pp -0.1 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 8.2 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 7.8 0.6% 4 -0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 7.4 0.6% 5 +0.0 pp +0.3 pp +0.3 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 6.5 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 6.1 0.7% 4 -0.1 pp -0.0 pp +0.6 pp +0.7 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.0 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 5.9 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 5.9 0.6% 4 -0.0 pp +0.1 pp +0.2 pp +0.6 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 5.5 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 4.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 4.6 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.6 0.0% 5 +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 4.5 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 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 4.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.8 0.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 3.7 0.6% 3 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
☆Chemistry Wealth Management LLC CIK 0001910183 0.639 209 3.5 0.6% 4 +0.2 pp +0.3 pp +0.4 pp +0.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 3.2 0.9% 5 -0.7 pp +0.1 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 2.8 0.6% 3 -0.4 pp -0.9 pp +0.6 pp +0.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.4 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 2.2 0.8% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 2.0 1.2% 6 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 2.0 1.3% 5 -0.2 pp -0.1 pp -0.2 pp +0.3 pp
☆Cedrus Wealth Group LLC CIK 0002134767 0.032 51 2.0 1.7% 2 -1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.387 267 1.8 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 1.8 0.6% 4 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 1.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.6 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 1.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 1.3 0.5% 3 -0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Bensler, LLC CIK 0001965941 0.354 198 1.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 1.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 1.0 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 1.0 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Intelligent Financial Strategies CIK 0001911000 0.786 60 1.0 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDS, MERRILL & PETERSON, INC. CIK 0000090108 0.254 285 1.0 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.9 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Arnhold LLC CIK 0001733755 0.660 113 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ballast Rock Private Wealth LLC CIK 0002106928 0.167 192 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.6 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 0.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.6 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEMMING FINANCIAL SERVICES CORP /ADV CIK 0000760639 0.814 41 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.6 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 0.6 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ENTREWEALTH, LLC CIK 0002052200 0.265 140 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTERIS WEALTH MANAGEMENT INC. CIK 0002107238 0.297 69 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacies Wealth LLC CIK 0001755933 0.753 109 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +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
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADKINS SEALE CAPITAL MANAGEMENT LLC CIK 2147212 0.261 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +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
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 -0.2 pp -0.9 pp -1.1 pp -1.3 pp
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☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 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
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp -0.6 pp
☆Acumen Wealth Advisors, LLC CIK 0001939202 0.059 493 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 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 FEGE). Qtrs Held counts distinct quarters this fund has actually held FEGE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FEGE position size. Δ columns are the percentage-point change in FEGE'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