Signals

← Signals

☆FELC

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

Flow ranking

Rank#348
Score / z0.638 / 0.75
Consensus119.51 over 211 funds
Momentum-0.13 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-1%
Short interest+58% / 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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 2,167.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 159.9 8.5% 5 +0.1 pp +0.2 pp +0.5 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 156.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 146.1 16.5% 5 +1.0 pp +2.7 pp +3.1 pp +4.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 131.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 129.7 0.6% 3 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 89.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 88.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 83.0 18.8% 5 -0.0 pp -1.2 pp -1.3 pp -1.8 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 71.6 4.9% 2 +0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 71.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 66.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 49.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 48.3 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 43.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 36.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 34.5 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 32.3 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 30.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 27.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 21.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 19.8 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 19.0 12.9% 3 -1.1 pp -2.2 pp +12.9 pp +12.9 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 18.2 3.4% 5 +0.2 pp +0.1 pp +0.2 pp +0.4 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 17.5 0.0% 6 +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 15.1 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 14.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 12.8 2.9% 5 +1.0 pp +0.2 pp +0.4 pp +1.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 7.7 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Williams & Novak, LLC CIK 0001998419 0.193 145 7.4 4.9% 5 +0.1 pp +0.4 pp +0.5 pp +0.4 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 6.8 0.0% 7 +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 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 6.5 2.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 6.3 1.4% 5 -0.0 pp -0.4 pp -0.6 pp -1.2 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 5.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 4.7 1.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 3.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.9 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 3.8 1.4% 5 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 3.6 0.7% 2 +0.0 pp +0.7 pp -0.3 pp +0.7 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.5 0.7% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 3.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.9 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 2.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.8 1.0% 5 +0.2 pp +0.1 pp +0.1 pp +0.4 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 2.7 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 2.5 0.9% 5 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 2.3 0.2% 5 -0.2 pp -0.2 pp -0.3 pp -0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 2.3 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆AAF Wealth Management, LLC CIK 0001726609 0.752 57 2.2 0.8% 7 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 2.1 0.6% 5 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 1.7 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.5 0.1% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 1.4 0.1% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.3 0.6% 5 +0.1 pp +0.4 pp +0.3 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 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 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Storgate, LLC CIK 0002110835 0.075 351 1.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 1.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 1.1 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 1.0 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 1.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 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 0.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 0.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alchemi Wealth, LLC CIK 0002110606 0.223 167 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 0.6 0.3% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneva Partners, LLC CIK 0001712671 0.052 75 0.6 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 0.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.4 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 0.4 0.0% 3 -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 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 0.3 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.3 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -8.5 pp -8.4 pp -8.1 pp -7.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -6.5 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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
☆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
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 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 FELC). Qtrs Held counts distinct quarters this fund has actually held FELC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FELC position size. Δ columns are the percentage-point change in FELC'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