Signals

← Signals

☆FHLC

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

Flow ranking

Rank#17801
Score / z0.000 / -0.02
Consensus113.44 over 218 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 121.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 113.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 48.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 37.6 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 28.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 17.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 17.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 14.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Investors Research Corp CIK 0001730630 0.347 805 12.5 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 12.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 12.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 10.7 3.1% 2 -0.5 pp +3.1 pp +3.1 pp +3.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.2 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 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 9.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 8.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 8.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 8.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 8.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 7.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.4 0.0% 1 +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 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.9 0.0% 1 +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 5.9 0.0% 1 +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 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 5.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 5.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 5.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.2 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 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 3.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 3.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.0 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 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 2.9 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 2.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CX Institutional CIK 0001737089 0.437 1568 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 1.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 1.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 1.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 1.4 1.2% 3 -0.2 pp -0.1 pp +1.2 pp +1.2 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 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
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 1.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 1.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Eley Financial Management, Inc CIK 0001965267 0.491 72 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.575 113 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 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
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 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 FHLC). Qtrs Held counts distinct quarters this fund has actually held FHLC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FHLC position size. Δ columns are the percentage-point change in FHLC'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