Signals

FFA

59 in-universe funds with a nonzero position in FFA within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#17923
Score / z0.000 / -0.00
Consensus24.59 over 40 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

Negative / total0 / 0
FiledFormItems
2023-09-26 8-K 7.01, 9.01
2023-09-12 8-K 5.02, 9.01
2023-06-23 8-K 5.03, 9.01
2022-09-30 8-K 7.01, 9.01
2022-09-02 8-K 7.01, 9.01
2021-10-21 8-K 5.02, 9.01
2021-09-17 8-K 7.01, 9.01
2020-10-20 8-K 5.03, 9.01
2020-06-17 8-K 7.01, 9.01
2020-05-29 8-K 5.03, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 36.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALKEME WEALTH, LLC CIK 0001752045 0.319 101 12.0 5.2% 2 +0.1 pp +5.2 pp +5.2 pp +5.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shaker Financial Services, LLC CIK 0001511794 0.040 148 5.3 1.8% 2 +0.5 pp +1.8 pp +1.8 pp +1.8 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Asset Management Co., LLC CIK 0002068217 0.252 70 3.4 2.9% 3 +0.0 pp -0.1 pp +2.9 pp +2.9 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Advisors, LLC CIK 0001775446 0.517 112 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PGIM Custom Harvest LLC CIK 0001845793 0.916 305 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Certified Advisory Corp CIK 0001731732 0.386 327 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 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 FFA). Qtrs Held counts distinct quarters this fund has actually held FFA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FFA position size. Δ columns are the percentage-point change in FFA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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