Signals

← Signals

☆FENI

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

Flow ranking

Rank#336
Score / z0.584 / 0.82
Consensus143.65 over 258 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+387% / 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 824.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 177.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 166.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 160.1 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 150.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 148.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 148.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 126.6 11.6% 3 +4.1 pp +4.6 pp +11.6 pp +11.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 125.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 109.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 108.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 95.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 90.3 5.5% 3 +0.1 pp +0.1 pp +5.5 pp +5.5 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 63.7 9.9% 3 +0.7 pp -0.7 pp +9.9 pp +9.9 pp
☆ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 53.4 8.9% 3 +0.4 pp -0.1 pp +8.9 pp +8.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 46.1 6.2% 3 +0.2 pp +0.6 pp +6.2 pp +6.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 44.5 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 43.2 11.6% 3 +0.1 pp -1.3 pp +11.6 pp +11.6 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 43.1 7.8% 2 +0.2 pp +7.8 pp +7.8 pp +7.8 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 36.6 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 35.3 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 30.6 5.2% 3 -0.0 pp +0.1 pp +5.2 pp +5.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 29.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 28.1 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 27.4 8.9% 3 -0.2 pp +7.7 pp +8.9 pp +8.9 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 24.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 24.0 0.1% 3 -0.0 pp +0.1 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 19.5 0.0% 4 +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 19.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 19.0 4.9% 3 +0.1 pp -0.0 pp +4.9 pp +4.9 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 18.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 17.5 2.4% 3 +0.1 pp +0.8 pp +2.4 pp +2.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 16.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 16.0 1.2% 3 +0.0 pp +0.4 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 15.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 15.2 8.8% 3 +0.2 pp -0.3 pp +8.8 pp +8.8 pp
☆GERBER, LLC CIK 0002014164 0.601 96 15.2 8.5% 3 -1.0 pp -1.9 pp +8.5 pp +8.5 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 14.1 2.9% 3 +0.3 pp +0.3 pp +2.9 pp +2.9 pp
☆DURANTE & WATERS, LLC CIK 0001666582 0.762 31 13.7 9.6% 2 +0.9 pp +9.6 pp +9.6 pp +9.6 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 13.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 13.5 5.0% 3 +0.9 pp +5.0 pp +5.0 pp +5.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 13.4 6.1% 3 +0.3 pp +0.5 pp +6.1 pp +6.1 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 13.1 2.8% 3 +0.1 pp +0.2 pp +2.8 pp +2.8 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 12.8 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 12.3 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 12.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 12.0 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 11.2 3.1% 3 -0.1 pp -0.7 pp +3.1 pp +3.1 pp
☆STEPH & CO CIK 0000941519 0.731 283 11.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 10.8 7.5% 1 +7.5 pp +7.5 pp +3.5 pp +7.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 10.6 0.0% 1 +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 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 10.3 6.0% 3 +0.4 pp +0.8 pp +6.0 pp +6.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 9.7 9.8% 2 -4.2 pp +9.8 pp +9.8 pp +9.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 9.4 2.6% 3 +0.0 pp -0.1 pp +2.6 pp +2.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 9.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 9.2 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Bryant Woods Investment Advisors, LLC CIK 0001910641 0.620 85 9.0 3.5% 3 +0.4 pp +0.8 pp +3.5 pp +3.5 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 7.8 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 7.6 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 7.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.2 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 7.0 2.7% 3 +1.2 pp +1.7 pp +2.7 pp +2.7 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 6.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 6.7 4.4% 3 +0.6 pp +1.6 pp +4.4 pp +4.4 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 6.5 1.2% 3 +0.5 pp +0.0 pp +1.2 pp +1.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 6.3 4.4% 3 -0.0 pp -0.0 pp +4.4 pp +4.4 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 6.3 3.5% 3 +0.1 pp -0.1 pp +3.5 pp +3.5 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 6.1 1.0% 3 +0.8 pp +0.9 pp +1.0 pp +1.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 5.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 5.3 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BG Investment Services, LLC CIK 0001873989 0.578 52 5.0 4.4% 3 +0.9 pp +1.6 pp +4.4 pp +4.4 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 5.0 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 4.7 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 4.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 4.7 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 4.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 4.1 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 3.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 3.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 3.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 3.1 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 2.6 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 2.6 1.7% 3 -1.7 pp +0.5 pp +1.7 pp +1.7 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 2.6 0.9% 3 +0.0 pp +0.8 pp +0.9 pp +0.9 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 2.5 1.4% 3 +0.1 pp -0.5 pp +1.4 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.2 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 2.1 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 2.0 0.5% 4 -0.2 pp -0.2 pp -0.3 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.9 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.8 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.7 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 1.6 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.5 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 1.5 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.2 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.2 0.5% 4 +0.1 pp +0.0 pp -0.3 pp +0.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.9 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.8 0.3% 2 -0.7 pp +0.3 pp +0.3 pp +0.3 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.8 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.7 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.7 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆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
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☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 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
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 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 FENI). Qtrs Held counts distinct quarters this fund has actually held FENI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FENI position size. Δ columns are the percentage-point change in FENI'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