Signals

← Signals

☆FHLC

476 in-universe funds with a nonzero position in FHLC within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1061
Score / z0.071 / 0.07
Consensus143.16 over 268 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.
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 ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 232.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 161.5 0.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 114.9 0.5% 5 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 73.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 68.2 0.0% 5 -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 44.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 44.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 30.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 24.2 1.7% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 19.7 6.6% 5 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.1 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 18.0 1.7% 4 +0.1 pp -1.1 pp -0.4 pp +1.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 16.7 3.0% 5 +0.1 pp +0.1 pp +0.4 pp +0.5 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 16.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 15.9 2.6% 5 +0.5 pp +0.5 pp +0.7 pp +1.1 pp
☆Buttonwood Financial Advisors Inc. CIK 0001904033 0.457 110 15.5 4.7% 5 -0.0 pp -0.5 pp -0.2 pp -0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 14.4 0.7% 5 -0.0 pp +0.1 pp -0.2 pp +0.2 pp
☆Gimbal Financial CIK 0001835206 0.000 54 14.3 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 13.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 13.5 3.4% 6 -0.7 pp +0.0 pp +0.4 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 13.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 12.3 2.7% 2 -0.0 pp +2.7 pp +0.3 pp +2.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 11.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 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 8.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 8.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 8.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 8.0 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 7.9 3.1% 5 +0.2 pp -0.1 pp +0.3 pp +0.4 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 7.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.6 0.0% 5 -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 7.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 7.4 0.8% 5 -0.1 pp -0.3 pp -0.3 pp -0.6 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 7.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 6.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 5.6 0.6% 5 -0.0 pp -0.1 pp +0.1 pp -0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 5.4 0.1% 6 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 4.8 1.6% 5 +0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 4.3 0.9% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 4.1 0.5% 5 -0.2 pp -2.4 pp -2.1 pp -2.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.1 0.0% 5 -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 4.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 3.3 0.1% 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 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 3.0 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.8 1.3% 5 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 2.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 2.6 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 2.4 0.8% 5 -0.0 pp -0.1 pp -0.8 pp -1.3 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 2.3 0.1% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 2.3 0.1% 4 +0.0 pp -0.0 pp -0.8 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 2.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 2.2 1.3% 6 -0.0 pp -0.1 pp +0.1 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 2.0 1.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 2.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.0 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 1.9 1.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maxele Advisors, LLC CIK 0002096567 0.214 98 1.7 1.2% 1 +1.2 pp -0.2 pp -0.1 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 1.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 1.4 0.7% 5 -0.1 pp -0.2 pp -0.0 pp -0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 1.1 1.1% 5 +0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.0 0.3% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.247 250 1.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 1.0 0.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 0.9 0.3% 5 -0.0 pp -0.7 pp -3.9 pp -3.9 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 0.9 0.2% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TANDEM CAPITAL MANAGEMENT CORP /ADV CIK 0000873759 0.229 118 0.9 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.9 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.8 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 0.8 0.2% 5 +0.0 pp -0.0 pp -0.2 pp -0.4 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.8 0.5% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.7 0.2% 5 -0.1 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 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 0.7 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Xcel Wealth Management, LLC CIK 0001791002 0.304 139 0.7 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.6 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 0.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.6 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.6 0.2% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WARNER FINANCIAL, INC CIK 0001927175 0.518 145 0.6 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 0.6 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Monte Financial Group, LLC CIK 0001755651 0.166 102 0.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 0.5 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
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☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Artemis Wealth Advisors, LLC CIK 0001767435 0.847 55 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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