Signals

FFEB

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

Flow ranking

Rank#1356
Score / z0.029 / 0.01
Consensus64.84 over 124 funds
Momentumnot computed

Price & positioning

224 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)
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
Schorn Wealth LLC CIK 0001792851 0.656 80 28.1 8.5% 4 -0.1 pp -0.0 pp -0.5 pp +8.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 24.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 22.2 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 19.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 14.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 13.9 2.7% 4 +0.2 pp +0.1 pp -0.1 pp +2.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 8.0 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.2 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 6.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 6.0 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 4.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.9 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.9 0.1% 4 +0.1 pp +0.0 pp -0.1 pp +0.1 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.7 0.8% 1 +0.8 pp -0.0 pp -0.1 pp +0.8 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 2.3 1.2% 4 +0.2 pp +0.2 pp +0.2 pp +1.2 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.3 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 2.3 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 2.1 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Semus Wealth Partners LLC CIK 0001964775 0.352 111 1.4 0.8% 1 +0.8 pp +0.8 pp +0.2 pp +0.8 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 1.4 0.1% 2 -0.0 pp +0.1 pp -0.9 pp +0.1 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 1.3 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.3 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 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 1.3 0.8% 5 +0.1 pp -0.0 pp -0.1 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 1.2 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 1.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 1.1 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Faithward Advisors, LLC CIK 0001695078 0.111 339 1.1 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
1776 Wealth LLC CIK 0001803140 0.442 152 1.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oder Investment Management, LLC CIK 0001845109 0.230 113 1.0 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 4 -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 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 1.0 0.5% 1 +0.5 pp +0.1 pp +0.1 pp +0.5 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.7 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 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 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LVZ, Inc. CIK 0001574408 0.889 177 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.7 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 0.6 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.6 0.2% 1 +0.2 pp +0.0 pp +0.0 pp +0.2 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chris Bulman Inc CIK 0002032404 0.343 165 0.5 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Benson Wealth Management INC CIK 0002109863 0.054 367 0.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.4 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Echo Wealth Management, LLC CIK 0001846994 0.757 47 0.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ERn Financial, LLC CIK 0001768302 0.529 161 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Private Trust Co. CIK 0001352547 0.732 262 0.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.2 0.0% 2 -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
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Opes Wealth Management LLC CIK 0001766918 0.574 141 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 4 -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 0.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 -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% 3 -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 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 4 +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
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -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 -0.0 pp +0.0 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
Sage Capital Advisors,llc CIK 0001714107 0.286 136 0.0 0.0% 0 +0.0 pp -0.1 pp -0.5 pp +0.0 pp
NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 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
tru Independence LLC CIK 0001785445 0.641 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 -1.1 pp -1.2 pp -1.2 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 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
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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
McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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 FFEB). Qtrs Held counts distinct quarters this fund has actually held FFEB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FFEB position size. Δ columns are the percentage-point change in FFEB'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