Signals

← Signals

☆FEZ

329 in-universe funds with a nonzero position in FEZ within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#697
Score / z0.200 / 0.24
Consensus133.36 over 257 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-54% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 516.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 250.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 248.4 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 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 176.2 0.0% 2 +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 128.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 99.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 88.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 87.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 75.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 68.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 47.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southern Farm Bureau Life Insurance CIK 0001831944 0.938 15 47.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 42.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 35.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 29.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 28.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 26.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 24.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 23.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 22.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 20.5 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 20.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 16.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO LIFE INSURANCE CO CIK 0000937760 0.892 291 14.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 14.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 12.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 12.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 11.6 4.7% 2 +2.4 pp +4.7 pp +4.7 pp +4.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 10.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 10.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Graypoint LLC CIK 0001794198 0.550 526 9.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 9.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 9.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allie Family Office LLC CIK 0001908612 0.456 107 8.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 8.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 8.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 8.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 7.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 7.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 7.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 7.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 6.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LYNX CAPITAL GROUP LTD /ADV CIK 1013287 0.210 91 6.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 5.8 0.0% 2 +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 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 5.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 5.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 3.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 3.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 3.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 3.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 2.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 2.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 2.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 2.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Black Maple Capital Management LP CIK 0001588959 0.231 82 1.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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 FEZ). Qtrs Held counts distinct quarters this fund has actually held FEZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FEZ position size. Δ columns are the percentage-point change in FEZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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