Signals

← Signals

☆FIXD

325 in-universe funds with a nonzero position in FIXD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#765
Score / z0.137 / 0.20
Consensus80.92 over 158 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 384.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 287.1 0.1% 2 -0.0 pp +0.1 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 252.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 122.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 120.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 100.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 60.0 0.0% 2 +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 56.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 54.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 37.5 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 32.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 31.8 5.4% 2 -0.5 pp +5.4 pp +5.4 pp +5.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 30.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 27.2 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 24.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 23.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 23.3 14.5% 2 -0.8 pp +14.5 pp +14.5 pp +14.5 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 23.1 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 22.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 16.5 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 15.7 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 15.2 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 14.2 9.0% 2 -0.6 pp +9.0 pp +9.0 pp +9.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 12.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 10.5 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 10.2 2.5% 2 -0.7 pp +2.5 pp +2.5 pp +2.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.1 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 8.8 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.7 3.0% 2 +0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 7.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 6.4 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 6.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 6.1 4.4% 2 +0.4 pp +4.4 pp +4.4 pp +4.4 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 5.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 5.8 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 5.1 0.5% 2 -0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 4.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 4.6 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 4.5 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 4.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 4.3 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 4.3 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 3.8 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.7 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 3.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 3.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 3.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 3.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 3.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 3.4 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 3.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 2.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 2.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.5 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 2.5 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 2.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 2.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 2.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆RDA Financial Network CIK 0001774086 0.257 284 2.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 2.1 1.8% 2 -0.7 pp +1.8 pp +1.8 pp +1.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.0 0.2% 4 -0.1 pp -0.2 pp -0.0 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.9 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 1.9 0.4% 2 -5.8 pp +0.4 pp +0.4 pp +0.4 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 1.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 1.6 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 1.3 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.2 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.2 0.0% 2 +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% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 1.0 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 1.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆EQ LLC CIK 0001757605 0.412 87 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.8 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
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☆GSG Advisors LLC CIK 0001995773 0.640 148 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.8 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Altus Wealth Group LLC CIK 0001842572 0.448 154 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 0.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KG Capital Management CIK 0001771687 0.158 142 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Old Port Advisors CIK 0001744348 0.222 266 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆EdgeRock Capital LLC CIK 0001908378 0.651 134 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.2 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
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ROI Financial Advisors, LLC CIK 0002011633 0.365 70 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 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 -0.1 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.1 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.2 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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