Signals

← Signals

☆FENY

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

Flow ranking

Rank#15921
Score / z0.000 / -0.02
Consensus102.20 over 192 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 81.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 59.7 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 50.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 43.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 31.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 27.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 27.3 2.0% 4 +2.0 pp +2.0 pp +1.9 pp +2.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 24.9 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 14.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 11.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 10.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Cutler Capital Management, LLC CIK 0001353098 0.288 124 9.1 2.5% 4 +0.5 pp +0.4 pp +0.3 pp +2.5 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 8.3 0.0% 6 +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 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 6.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 5.2 0.6% 4 +0.3 pp +0.2 pp +0.1 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 5.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 5.1 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 4.5 1.8% 4 +0.4 pp +0.2 pp +0.2 pp +1.8 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 4.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 4.3 1.6% 4 +0.5 pp +0.5 pp +0.5 pp +1.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 3.8 1.7% 4 +0.4 pp +0.4 pp +0.4 pp +1.7 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 3.8 1.6% 4 +0.5 pp +0.5 pp +0.4 pp +1.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.6 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 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 2.9 1.1% 4 +0.3 pp +0.3 pp +0.3 pp +1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 2.1 1.5% 5 +0.4 pp +0.3 pp +0.2 pp -0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 2.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 2.0 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 2.0 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 1.9 0.5% 4 +0.2 pp +0.2 pp +0.1 pp +0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.9 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.7 1.1% 4 +0.5 pp +0.6 pp +0.6 pp +1.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.4 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 1.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 4 +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 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 1.0 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.9 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of Marin CIK 0001801145 0.155 133 0.9 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.8 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.8 0.7% 4 +0.2 pp +0.1 pp +0.1 pp +0.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.8 0.7% 4 +0.2 pp +0.2 pp +0.1 pp +0.7 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.7 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.6 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.6 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 0.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.5 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 1 +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 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedarwood Wealth LLC CIK 0002114448 0.257 96 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 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
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Parker Investment Management, LLC CIK 0001672070 0.638 39 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fee-Only Financial Planning, L.C. CIK 0001954044 0.812 45 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 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 FENY). Qtrs Held counts distinct quarters this fund has actually held FENY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FENY position size. Δ columns are the percentage-point change in FENY'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