Signals

← Signals

☆FESM

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

Flow ranking

Rank#15927
Score / z0.000 / -0.02
Consensus94.26 over 170 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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 1,025.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 229.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 194.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 118.3 1.4% 4 +1.2 pp +1.2 pp +1.2 pp +1.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 105.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 88.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 85.3 0.1% 4 +0.0 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 81.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 74.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 68.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 66.5 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 53.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 50.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 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 50.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 46.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 40.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 40.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 38.4 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 35.1 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 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 33.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 32.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 32.0 0.8% 3 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 27.7 1.0% 2 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 27.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 16.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 15.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 14.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 13.7 1.7% 4 +0.2 pp +0.6 pp +1.1 pp +1.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.371 113 12.6 3.2% 4 -0.1 pp +0.1 pp +0.3 pp +3.2 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 12.2 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 11.9 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 11.7 7.2% 4 +0.1 pp +0.4 pp +1.0 pp +7.2 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 10.7 3.7% 4 +0.7 pp +1.4 pp +2.9 pp +3.7 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 10.2 5.0% 4 +0.1 pp +0.3 pp -0.1 pp +5.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 7.5 4.4% 4 -0.2 pp -0.1 pp +0.2 pp +4.4 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 6.7 1.8% 4 +0.3 pp +0.5 pp +0.8 pp +1.8 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 6.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 6.1 3.1% 5 +0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆American National Bank of Texas CIK 0002086953 0.569 56 6.1 5.8% 2 -0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 6.1 1.5% 4 +0.1 pp +0.1 pp +0.3 pp +1.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 5.7 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 5.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.3 0.0% 4 +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 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 5.2 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆tru Independence LLC CIK 0001785445 0.641 108 5.0 2.5% 4 +1.3 pp +1.6 pp +2.3 pp +2.5 pp
☆CROBAN CIK 0001694663 0.128 81 4.9 2.3% 6 +0.1 pp +0.8 pp +1.3 pp +1.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 4.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 4.6 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 4.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 4.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 4.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 4.2 1.7% 4 +0.4 pp +0.5 pp +1.7 pp +1.7 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 4.0 0.7% 3 -0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 3.9 1.4% 4 +0.2 pp +0.3 pp +0.4 pp +1.4 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 3.3 2.2% 4 +0.1 pp +0.0 pp +0.2 pp +2.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 3.0 1.0% 4 +0.4 pp +0.4 pp +0.6 pp +1.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 2.9 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 2.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 2.4 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 2.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.1 0.5% 4 -0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.1 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 2.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 1.9 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.9 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 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 1.7 1.0% 3 +0.4 pp +0.5 pp +1.0 pp +1.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 1.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CLG LLC CIK 0002059872 0.428 156 1.5 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 1.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 1.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 1.2 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.0 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 1.0 0.4% 4 -0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 1.0 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.9 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.8 0.0% 4 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Townsend Financial Planning, LLC CIK 0002110688 0.751 30 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abbot Financial Management, Inc. CIK 0001714341 0.318 137 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.4 0.0% 4 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegheny Financial Group CIK 0001844148 0.553 305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 -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
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 4 -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
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 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 0.0 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
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 +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
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 4 +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
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 4 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 4 -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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 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
☆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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 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
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.0 0.0% 0 -0.3 pp -0.2 pp -0.5 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 -0.1 pp -0.1 pp +0.0 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
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆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
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 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 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Otter Creek Advisors, LLC CIK 0001640361 0.021 28 0.0 0.0% 0 +0.0 pp -4.5 pp +0.0 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
☆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
☆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
☆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
☆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
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 0 -0.1 pp -0.1 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 FESM). Qtrs Held counts distinct quarters this fund has actually held FESM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FESM position size. Δ columns are the percentage-point change in FESM'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