Signals

← Signals

☆FESM

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

Flow ranking

Rank#1392
Score / z0.018 / 0.00
Consensus113.46 over 205 funds
Momentumnot computed

Price & positioning

227 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 1,204.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 382.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 299.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 214.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 139.6 1.4% 5 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 133.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 125.3 0.0% 6 +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 124.8 0.2% 2 +0.0 pp +0.2 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 121.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 116.8 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 99.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 87.2 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 84.5 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 84.1 2.0% 3 +0.2 pp +0.2 pp +2.0 pp +2.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 72.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 67.8 0.5% 3 +0.1 pp +0.1 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 64.3 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 60.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 57.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 51.3 1.6% 4 +0.2 pp +0.3 pp +0.3 pp +1.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 45.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 41.1 0.9% 4 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 38.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 37.3 1.2% 3 +0.2 pp +1.1 pp +1.2 pp +1.2 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 21.8 2.5% 2 +0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 19.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 18.9 0.0% 4 +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 18.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 18.5 2.0% 5 +0.4 pp +0.6 pp +1.0 pp +1.5 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 17.9 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 17.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 16.2 3.6% 5 +0.4 pp +0.3 pp +0.5 pp +0.7 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 16.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DAHRING | CUSMANO LLC CIK 0002053669 0.599 62 15.4 8.1% 5 +1.0 pp +1.1 pp +1.3 pp +2.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 15.4 0.8% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 15.0 3.8% 3 -0.8 pp -0.9 pp +3.8 pp +3.8 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 13.9 4.2% 5 +0.5 pp +1.1 pp +1.8 pp +3.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 11.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Aurdan Capital Management, LLC CIK 0002057382 0.562 99 11.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 10.4 4.8% 4 +3.8 pp +4.1 pp +4.3 pp +4.8 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 9.8 0.6% 4 +0.2 pp +0.2 pp +0.3 pp +0.6 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 9.8 3.3% 5 -1.6 pp -1.6 pp -1.3 pp -1.7 pp
☆Salus Financial Advisors, LLC CIK 0002056601 0.810 39 9.7 4.8% 5 +0.4 pp +0.2 pp +0.2 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 8.5 2.1% 5 +0.3 pp +0.5 pp +0.8 pp +1.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 8.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 8.2 1.8% 5 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 7.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆American National Bank of Texas CIK 0002086953 0.569 56 7.5 6.8% 3 +1.0 pp +0.8 pp +6.8 pp +6.8 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 6.8 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 6.7 3.1% 6 +0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 6.7 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.5 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 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 6.4 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 6.0 1.9% 2 +0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆tru Independence LLC CIK 0001785445 0.641 108 5.9 2.6% 5 +0.1 pp +1.4 pp +1.7 pp +2.4 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 5.7 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 5.7 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.7 0.7% 3 +0.4 pp +0.5 pp +0.7 pp +0.7 pp
☆CLG LLC CIK 0002059872 0.428 156 5.5 1.2% 5 +0.8 pp +0.9 pp +0.9 pp +1.0 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 5.3 1.7% 5 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 5.3 2.1% 5 +0.3 pp +0.7 pp +0.8 pp +2.1 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 5.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 5.2 0.7% 4 -0.0 pp -0.0 pp +0.2 pp +0.7 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.1 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 5.0 1.4% 5 +0.5 pp +0.8 pp +0.9 pp +1.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 4.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 4.2 2.7% 5 +0.5 pp +0.5 pp +0.5 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 3.9 1.7% 3 +0.3 pp -0.0 pp +1.7 pp +1.7 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 3.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
☆Clearwave Capital, LLC CIK 0002111821 0.177 166 3.5 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 3.5 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.4 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 3.3 0.9% 5 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CROBAN CIK 0001694663 0.128 81 3.2 1.4% 7 -0.9 pp -0.8 pp -0.1 pp +0.4 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 2.9 0.6% 3 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 0.475 39 2.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 2.8 1.1% 5 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 2.7 1.3% 2 +1.1 pp +1.3 pp +1.3 pp +1.3 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.7 0.4% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 2.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 2.6 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizon Investment Services, LLC CIK 0001426940 0.193 143 2.5 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.1 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 2.1 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 2.0 0.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Meadowbrook Advisors Group, LLC CIK 0002119283 0.088 169 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 1.9 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.8 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 1.8 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 1.7 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FCG Investment Co CIK 0002011697 0.075 118 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆REDW Wealth LLC CIK 0001688931 0.503 104 1.6 0.6% 4 +0.2 pp +0.3 pp +0.5 pp +0.6 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 1.6 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 1.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.3 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 1.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 1.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.0 0.0% 5 +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 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Townsend Financial Planning, LLC CIK 0002110688 0.751 30 0.9 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.8 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 0.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 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
☆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
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.7 0.2% 5 -0.1 pp -0.3 pp +0.1 pp +0.1 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Abbot Financial Management, Inc. CIK 0001714341 0.318 137 0.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 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
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Storgate, LLC CIK 0002110835 0.075 351 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.3 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.3 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 0.3 0.2% 1 +0.2 pp +0.0 pp +0.0 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vann Equity Management LLC CIK 0002018412 0.119 168 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 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 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Piscataqua Savings Bank CIK 0001855835 0.236 412 0.2 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 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 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 3 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 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% 5 -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% 2 +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% 2 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.704 353 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 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 -0.1 pp -0.1 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
☆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% 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
☆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
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 -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
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 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
☆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
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp -0.4 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Abound Wealth Management CIK 0001950323 0.745 1359 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 +0.0 pp -0.3 pp -0.2 pp -0.5 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -1.7 pp -1.7 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
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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
☆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
☆Otter Creek Advisors, LLC CIK 0001640361 0.021 28 0.0 0.0% 0 +0.0 pp +0.0 pp -4.5 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
☆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
☆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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆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
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 (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