☆FFSM
Flow ranking
Rank#1119
Score / z0.058 / 0.05
Consensus39.68 over 65 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.
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 | 1,019.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 | 0.895 | 4415 | 48.3 | 0.1% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆RFG Advisory, LLC CIK 0001633387 | 0.783 | 1103 | 29.0 | 0.5% | 5 | -0.0 pp | +0.0 pp | +0.2 pp | +0.2 pp |
| ☆KOM Wealth Management Group, LLC CIK 0001804116 | 0.460 | 96 | 16.0 | 9.7% | 5 | +0.6 pp | +1.0 pp | +1.0 pp | -1.2 pp |
| ☆Acumen Wealth Advisors, LLC CIK 0001939202 | 0.059 | 493 | 15.2 | 3.2% | 1 | +3.2 pp | +3.2 pp | +3.2 pp | +3.2 pp |
| ☆Keenan, LLC CIK 0002111703 | 0.676 | 45 | 11.8 | 8.3% | 2 | +0.5 pp | +8.3 pp | +8.3 pp | +8.3 pp |
| ☆MAI Capital Management CIK 0001040197 | 0.725 | 1889 | 11.7 | 0.0% | 4 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Evernest Financial Advisors, LLC CIK 0002009530 | 0.479 | 191 | 9.4 | 2.0% | 5 | -0.0 pp | -0.9 pp | -1.3 pp | -1.6 pp |
| ☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 | 0.444 | 98 | 9.2 | 5.6% | 2 | +0.5 pp | +5.6 pp | +5.6 pp | +5.6 pp |
| ☆NOVEM GROUP CIK 0001926783 | 0.247 | 437 | 8.7 | 0.9% | 2 | +0.1 pp | +0.9 pp | +0.9 pp | +0.9 pp |
| ☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 | 0.833 | 173 | 8.4 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 | 0.294 | 207 | 8.3 | 1.4% | 1 | +1.4 pp | +1.4 pp | +1.4 pp | +1.4 pp |
| ☆SK Wealth Management, LLC CIK 0001867958 | 0.578 | 80 | 7.3 | 1.7% | 6 | +0.1 pp | +0.1 pp | -0.1 pp | -0.2 pp |
| ☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 | 0.961 | 4822 | 6.9 | 0.0% | 5 | +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 | 6.9 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆SAX WEALTH ADVISORS, LLC CIK 0001846150 | 0.630 | 537 | 5.8 | 0.2% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆Cetera Investment Advisers CIK 0001666741 | 0.909 | 4863 | 5.2 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Buska Wealth Management, LLC CIK 0001910503 | 0.535 | 81 | 4.9 | 1.8% | 2 | +1.2 pp | +1.8 pp | +1.8 pp | +1.8 pp |
| ☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 | 0.831 | 3975 | 4.9 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advyzon Investment Management, LLC CIK 0002011872 | 0.218 | 754 | 4.4 | 0.3% | 2 | +0.1 pp | +0.3 pp | +0.3 pp | +0.3 pp |
| ☆Clarity Retirement & Wealth, LLC CIK 0002103352 | 0.659 | 32 | 4.3 | 3.0% | 2 | +0.1 pp | +3.0 pp | +3.0 pp | +3.0 pp |
| ☆Retirement Planning Group, LLC CIK 0001508195 | 0.844 | 541 | 4.2 | 0.1% | 4 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆MFA Wealth Services CIK 0001989379 | 0.288 | 134 | 2.8 | 1.7% | 5 | +0.1 pp | +0.2 pp | +0.3 pp | +1.3 pp |
| ☆PRINCIPAL SECURITIES, INC. CIK 0000012600 | 0.641 | 1539 | 2.8 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆DAHRING | CUSMANO LLC CIK 0002053669 | 0.599 | 62 | 2.6 | 1.4% | 2 | +0.3 pp | +1.4 pp | +1.4 pp | +1.4 pp |
| ☆Sigma Planning Corp CIK 0001449126 | 0.520 | 1394 | 2.3 | 0.1% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.1 pp |
| ☆Per Stirling Capital Management, LLC. CIK 0001689933 | 0.295 | 332 | 2.1 | 0.2% | 2 | -0.0 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆Kestra Advisory Services, LLC CIK 0001830819 | 0.779 | 3248 | 1.6 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆CMG Global Holdings, LLC CIK 0001839445 | 0.388 | 100 | 1.3 | 0.5% | 1 | +0.5 pp | +0.5 pp | +0.5 pp | +0.5 pp |
| ☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 | 0.542 | 3901 | 1.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PFG Advisors CIK 0001694435 | 0.248 | 791 | 1.1 | 0.1% | 1 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Pines Wealth Management, LLC CIK 0002037426 | 0.294 | 218 | 1.1 | 0.3% | 3 | +0.1 pp | +0.1 pp | +0.3 pp | +0.3 pp |
| ☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 | 0.815 | 1369 | 1.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 | 0.511 | 544 | 0.9 | 0.2% | 7 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆HARBOUR INVESTMENTS, INC. CIK 0000810121 | 0.643 | 4768 | 0.9 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 | 0.732 | 396 | 0.8 | 0.1% | 2 | +0.0 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Creative Planning CIK 0001540235 | 0.979 | 4196 | 0.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆BAM Wealth Management, LLC CIK 0002093649 | 0.035 | 166 | 0.7 | 0.4% | 2 | +0.0 pp | +0.4 pp | +0.4 pp | +0.4 pp |
| ☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 | 0.917 | 2781 | 0.7 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆OSAIC HOLDINGS, INC. CIK 0001677044 | 0.882 | 7705 | 0.6 | 0.0% | 6 | +0.0 pp | -0.0 pp | -0.0 pp | +0.0 pp |
| ☆CreativeOne Wealth, LLC CIK 0001739728 | 0.470 | 1189 | 0.6 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BENJAMIN EDWARDS INC CIK 0001451623 | 0.583 | 1416 | 0.5 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Wealth Quarterback LLC CIK 0001803386 | 0.360 | 171 | 0.5 | 0.1% | 5 | -0.0 pp | -0.0 pp | -1.4 pp | -1.6 pp |
| ☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 | 0.951 | 3590 | 0.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Bay Capital Advisors, LLC CIK 0002055414 | 0.502 | 108 | 0.4 | 0.2% | 5 | +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 | 0.4 | 0.0% | 5 | +0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Farther Finance Advisors, LLC CIK 0001992825 | 0.726 | 5946 | 0.4 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Mutual Advisors, LLC CIK 0001694080 | 0.625 | 1377 | 0.4 | 0.0% | 4 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 | 0.633 | 1814 | 0.3 | 0.0% | 5 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Cutler Capital Management, LLC CIK 0001353098 | 0.288 | 124 | 0.3 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆Eaton Financial Holdings Company, LLC CIK 0001972322 | 0.308 | 134 | 0.3 | 0.1% | 3 | +0.0 pp | +0.0 pp | +0.1 pp | +0.1 pp |
| ☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 | 0.916 | 4332 | 0.3 | 0.0% | 2 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆XTX Topco Ltd CIK 0001828301 | 0.023 | 4087 | 0.2 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Elevation Wealth Management LLC CIK 0002093518 | 0.167 | 145 | 0.2 | 0.2% | 1 | +0.2 pp | +0.2 pp | +0.2 pp | +0.2 pp |
| ☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 | 0.245 | 875 | 0.2 | 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 | 0.1 | 0.0% | 7 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Provident Wealth Management, LLC CIK 0001799797 | 0.729 | 161 | 0.1 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 | 0.982 | 4085 | 0.1 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Bulwark Capital Corp CIK 0002075899 | 0.439 | 105 | 0.1 | 0.1% | 4 | +0.0 pp | -0.0 pp | -0.0 pp | +0.1 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 |
| ☆Harbor Asset Planning, Inc. CIK 0002077050 | 0.237 | 416 | 0.1 | 0.1% | 2 | +0.1 pp | +0.1 pp | +0.1 pp | +0.1 pp |
| ☆Spire Wealth Management CIK 0001858740 | 0.515 | 2226 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clearstead Advisors, LLC CIK 0000842775 | 0.687 | 3646 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 | 0.970 | 7109 | 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 |
| ☆ASSETMARK, INC CIK 0001344551 | 0.900 | 3558 | 0.0 | 0.0% | 3 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Allworth Financial LP CIK 0001555170 | 0.907 | 5124 | 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 |
| ☆AE Wealth Management LLC CIK 0001697723 | 0.686 | 2663 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Steward Partners Investment Advisory, LLC CIK 0001723397 | 0.655 | 4656 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆IFP Advisors, Inc CIK 0001641866 | 0.492 | 5147 | 0.0 | 0.0% | 5 | +0.0 pp | +0.0 pp | +0.0 pp | -0.0 pp |
| ☆Godfrey Financial Associates, Inc. CIK 0002097943 | 0.359 | 1090 | 0.0 | 0.0% | 2 | +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 | 0.0 | 0.0% | 1 | +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 |
| ☆MONTAG A & ASSOCIATES INC CIK 0000829407 | 0.583 | 954 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Arax Advisory Partners CIK 0001586767 | 0.170 | 5155 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Parkside Financial Bank & Trust CIK 0001455267 | 0.615 | 2697 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆PlanVest Financial, Inc CIK 0002135239 | 0.242 | 597 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Westside Investment Management, Inc. CIK 0001538383 | 0.328 | 1446 | 0.0 | 0.0% | 1 | +0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆BlackRock, Inc. (BLK) CIK 0002012383 | 0.995 | 5652 | 0.0 | 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 | 0.0 | 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 |
| ☆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 |
| ☆HICKS CAPITAL MANAGEMENT LLC CIK 0002062978 | 0.475 | 39 | 0.0 | 0.0% | 0 | -0.3 pp | -0.3 pp | -0.5 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 |
| ☆CWM, LLC CIK 0001535847 | 0.788 | 5645 | 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 |
| ☆Beacon Financial Advisory LLC CIK 0001800502 | 0.266 | 417 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆M Holdings Securities, Inc. CIK 0001569638 | 0.030 | 148 | 0.0 | 0.0% | 0 | -0.1 pp | -0.1 pp | +0.0 pp | +0.0 pp |
| ☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | 0.858 | 3900 | 0.0 | 0.0% | 0 | +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% | 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 |
| ☆Financial Engines Advisors L.L.C. CIK 0001420473 | 0.973 | 552 | 0.0 | 0.0% | 0 | +0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 | 0.984 | 5212 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Clarity Asset Management, Inc. CIK 0001756759 | 0.213 | 66 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
| ☆Advisory Services Network, LLC CIK 0001573876 | 0.615 | 2019 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | -0.0 pp | +0.0 pp |
| ☆Elyxium Wealth, LLC CIK 0002043538 | 0.051 | 298 | 0.0 | 0.0% | 0 | +0.0 pp | -0.0 pp | +0.0 pp | +0.0 pp |
| ☆Dentgroup LLC CIK 0001867570 | 0.289 | 93 | 0.0 | 0.0% | 0 | +0.0 pp | -1.7 pp | -1.1 pp | -0.6 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 |
| ☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 | 0.962 | 5261 | 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 |
| ☆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 |
| ☆Sunbelt Securities, Inc. CIK 0001632932 | 0.452 | 2954 | 0.0 | 0.0% | 0 | -0.0 pp | -0.0 pp | -0.0 pp | -0.0 pp |
| ☆Root Financial Partners, LLC CIK 0001977181 | 0.834 | 407 | 0.0 | 0.0% | 0 | -0.0 pp | +0.0 pp | +0.0 pp | +0.0 pp |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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