Signals

← Signals

☆FENY

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

Flow ranking

Rank#17129
Score / z0.000 / -0.02
Consensus90.04 over 168 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 ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 73.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 50.2 0.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 44.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 34.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 29.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 28.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 22.0 0.1% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 13.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 8.3 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 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 8.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cutler Capital Management, LLC CIK 0001353098 0.288 124 7.9 2.1% 5 -0.5 pp +0.0 pp -0.1 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 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 5.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 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 5.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 5.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 4.8 1.6% 5 -0.3 pp +0.1 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 4.3 0.2% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 4.3 0.4% 5 -0.2 pp +0.1 pp -0.0 pp -0.1 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 3.9 0.1% 5 -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 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.4 1.1% 5 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 3.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 3.0 1.2% 5 -0.6 pp -0.2 pp -0.1 pp -0.2 pp
☆Wealth Quarterback LLC CIK 0001803386 0.360 171 3.0 0.9% 5 -0.2 pp +0.1 pp +0.1 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.9 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 2.8 1.9% 1 +1.9 pp +0.1 pp -0.2 pp -0.1 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 2.6 1.1% 5 -0.5 pp -0.1 pp -0.1 pp -0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.0 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 1.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 1.8 0.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 1.8 1.1% 6 -0.4 pp +0.0 pp -0.1 pp -0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 1.7 0.4% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.5 0.9% 5 -0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 1.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.2 0.4% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 1.1 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.9 0.1% 5 -2.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.9 0.4% 5 -0.1 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 0.8 0.0% 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
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bank of Marin CIK 0001801145 0.155 133 0.7 0.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.7 0.6% 5 -0.2 pp +0.1 pp -0.0 pp -0.1 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.7 0.3% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.6 0.5% 5 -0.2 pp +0.0 pp -0.0 pp -0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.6 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 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.6 0.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 0.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.5 0.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advisors LLC CIK 0001569119 0.191 164 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilkins Miller Wealth Management, LLC CIK 0002057318 0.363 95 0.5 0.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cedarwood Wealth LLC CIK 0002114448 0.257 96 0.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.3 0.0% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.3 0.1% 5 -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 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.3 0.1% 4 -0.2 pp +0.0 pp +0.0 pp +0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Monte Financial Group, LLC CIK 0001755651 0.166 102 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 0.2 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp -0.2 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆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
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☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆HILLTOP WEALTH ADVISORS, LLC CIK 0001786241 0.624 73 0.0 0.0% 0 +0.0 pp -6.6 pp -6.7 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 0.0 0.0% 0 -0.4 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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 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 +0.0 pp +0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -0.0 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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 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
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.8 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
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 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
☆Operose Advisors LLC CIK 0001909750 0.647 522 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 (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