Signals

← Signals

☆FIXD

347 in-universe funds with a nonzero position in FIXD within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1612
Score / z0.000 / -0.01
Consensus89.59 over 175 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 ▾
☆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 392.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 313.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 262.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 144.9 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 128.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 96.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 67.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 63.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 63.6 0.0% 3 +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 51.7 0.1% 3 -0.0 pp -0.0 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 45.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 42.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 34.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 32.1 5.3% 3 -0.1 pp -0.7 pp +5.3 pp +5.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 30.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 28.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 27.6 2.9% 3 -0.1 pp -0.2 pp +2.9 pp +2.9 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 27.0 1.7% 3 +0.2 pp +0.2 pp +1.7 pp +1.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 25.0 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.3 0.0% 3 -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 23.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 23.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 22.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 18.1 3.0% 3 +0.1 pp -0.0 pp +3.0 pp +3.0 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 17.7 10.2% 3 -4.3 pp -5.1 pp +10.2 pp +10.2 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 17.1 5.2% 3 -0.3 pp -0.6 pp +5.2 pp +5.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 16.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 15.7 1.8% 3 -0.1 pp -0.1 pp +1.8 pp +1.8 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 14.7 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 14.2 8.7% 3 -0.3 pp -0.9 pp +8.7 pp +8.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 10.4 2.3% 3 -0.2 pp -0.9 pp +2.3 pp +2.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 10.0 0.3% 3 +0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.3 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 8.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.0 2.3% 3 -0.6 pp -0.4 pp +2.3 pp +2.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 6.7 2.6% 3 +0.0 pp +0.0 pp +2.6 pp +2.6 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 6.2 4.3% 3 -0.1 pp +0.3 pp +4.3 pp +4.3 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 6.0 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 5.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.8 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 5.1 0.5% 3 -0.0 pp -0.4 pp +0.5 pp +0.5 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 4.8 0.5% 5 +0.3 pp +0.2 pp +0.1 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 4.7 1.2% 3 -0.2 pp -0.3 pp +1.2 pp +1.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 4.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 4.6 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 4.5 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 4.3 1.9% 3 +0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 4.2 1.3% 3 -0.1 pp -0.5 pp +1.3 pp +1.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 3.6 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 3.4 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 3.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 3.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.1 0.0% 3 +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 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.0 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 3.0 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 3.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 2.9 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.8 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 2.8 0.3% 3 -0.2 pp -0.4 pp +0.3 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.6 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.4 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 2.2 0.4% 3 -0.1 pp -0.4 pp +0.4 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 2.0 1.7% 3 -0.1 pp -0.8 pp +1.7 pp +1.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 1.8 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 1.7 1.2% 3 +0.7 pp +0.7 pp +1.2 pp +1.2 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 1.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 1.6 0.3% 3 -0.1 pp -5.9 pp +0.3 pp +0.3 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.6 1.1% 3 -0.2 pp -0.0 pp +1.1 pp +1.1 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 1.5 0.7% 3 -0.1 pp -0.4 pp +0.7 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 1.3 0.5% 3 -0.5 pp -0.4 pp +0.5 pp +0.5 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 1.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.1 0.6% 4 -0.1 pp -0.3 pp -0.3 pp +0.6 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 1.1 0.7% 3 -0.1 pp -0.4 pp +0.7 pp +0.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.9 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.8 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.8 0.2% 3 -0.2 pp -0.4 pp +0.2 pp +0.2 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.8 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
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☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KG Capital Management CIK 0001771687 0.158 142 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.5 0.3% 4 -0.2 pp -0.3 pp -0.5 pp +0.3 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 0.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
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☆Seascape Capital Management CIK 0001418342 0.319 96 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆EQ LLC CIK 0001757605 0.412 87 0.4 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
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☆RDA Financial Network CIK 0001774086 0.257 284 0.3 0.1% 3 -0.5 pp -0.5 pp +0.1 pp +0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆NFSG Corp CIK 0001879757 0.275 1245 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -9.4 pp +0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 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 -0.1 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
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 FIXD). Qtrs Held counts distinct quarters this fund has actually held FIXD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FIXD position size. Δ columns are the percentage-point change in FIXD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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