Signals

FELG

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

Flow ranking

Rank#1299
Score / z0.034 / 0.01
Consensus83.81 over 150 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 323.7 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 265.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 256.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 229.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 150.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 143.7 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 108.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 56.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 47.7 14.3% 4 -0.7 pp +4.6 pp +2.4 pp +14.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 47.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 25.1 12.5% 4 -1.0 pp -2.6 pp -2.3 pp +12.5 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 20.3 2.3% 4 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
FMR LLC CIK 0000315066 0.989 5571 18.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 17.1 2.5% 4 -0.2 pp -0.1 pp +0.2 pp +2.5 pp
Prepared Retirement Institute LLC CIK 0002056037 0.526 94 14.9 7.4% 4 -0.5 pp -0.5 pp +2.2 pp +7.4 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 14.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 14.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 11.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 11.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 10.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 9.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
46 Peaks LLC CIK 0002112665 0.735 30 9.6 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Wealth Advisors, LLC CIK 0002094564 0.550 66 7.2 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 4.7 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 4.6 2.0% 4 +0.1 pp +0.1 pp +0.1 pp +2.0 pp
Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 4.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 4.1 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 3.6 0.8% 4 -0.1 pp -0.2 pp -0.1 pp +0.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Investmark Advisory Group LLC CIK 0001926349 0.382 148 3.1 1.3% 4 -0.1 pp +0.1 pp +0.4 pp +1.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 2.5 1.3% 4 +0.1 pp -0.2 pp -0.9 pp +1.3 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 1.9 1.3% 5 -0.3 pp -0.3 pp -0.4 pp -0.3 pp
Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.8 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 1.6 0.5% 4 -0.0 pp +0.3 pp +0.3 pp +0.5 pp
InTrack Investment Management Inc CIK 0001847343 0.184 110 1.5 0.9% 4 -0.2 pp -0.2 pp -0.1 pp +0.9 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rolek Wealth Management LLC CIK 0002051339 0.833 23 1.3 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 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 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 1.1 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 1.1 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Infinity Wealth Counsel, LLC CIK 0002066524 0.292 65 1.0 0.9% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 1.0 0.6% 4 -0.0 pp -0.0 pp +0.0 pp +0.6 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Element Wealth, LLC CIK 0001802743 0.267 212 1.0 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.8 0.7% 4 -0.1 pp +0.2 pp +0.3 pp +0.7 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TrustWell Financial Advisors, LLC CIK 0002133429 0.247 78 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.8 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.7 0.4% 4 -0.0 pp -0.1 pp +0.0 pp +0.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 0.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 0.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 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 0.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 4 +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 0.6 0.0% 4 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Charter Capital Management, LLC\DE CIK 0002076040 0.786 75 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SHP Wealth Management CIK 0001807060 0.763 1981 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMA Wealth Management, LLC CIK 0002011155 0.622 42 0.4 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Maia Wealth LLC CIK 0002010858 0.212 354 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Security National Bank CIK 0001719739 0.452 392 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ACT WEALTH MANAGEMENT, LLC CIK 0001814191 0.808 64 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CLG LLC CIK 0002059872 0.428 156 0.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sage Capital Management, LLC CIK 0002030667 0.243 167 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST BUSINESS FINANCIAL SERVICES, INC. (FBIZ) CIK 0001521951 0.870 201 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opus Financial Solutions LLC CIK 0001934041 0.178 111 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.2 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 0.2 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 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portfolio Resources Advisor Group, Inc. CIK 0002038285 0.125 150 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROGCO, LP CIK 0001998892 0.631 224 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 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 0.1 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 3 -0.1 pp -5.0 pp +0.0 pp +0.0 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 -0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Essential Investment Partners LLC CIK 2145170 0.138 312 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 -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
LVW Advisors, LLC CIK 0001576053 0.582 462 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -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% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 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
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 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
B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.5 pp -0.8 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 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
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.0 0.0% 0 -0.0 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
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
B&D White Capital Company, LLC CIK 0001752523 0.254 94 0.0 0.0% 0 -1.3 pp -0.4 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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
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
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Salus Financial Advisors, LLC CIK 0002056601 0.810 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -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% 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
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Financial Solutions, Inc. CIK 0002086529 0.597 36 0.0 0.0% 0 -0.1 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
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 FELG). Qtrs Held counts distinct quarters this fund has actually held FELG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FELG position size. Δ columns are the percentage-point change in FELG'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