Signals

← Signals

☆FIXD

381 in-universe funds with a nonzero position in FIXD within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1327
Score / z0.031 / 0.01
Consensus90.51 over 181 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 388.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 352.8 0.1% 4 +0.0 pp +0.0 pp -0.0 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 259.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 122.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 100.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 98.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 71.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 67.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 66.9 0.0% 4 -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 52.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.2 0.0% 4 -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 39.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 37.3 0.9% 4 +0.3 pp +0.2 pp +0.3 pp +0.9 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 34.2 5.4% 4 +0.1 pp -0.0 pp -0.6 pp +5.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 31.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 29.9 1.8% 4 +0.1 pp +0.3 pp +0.3 pp +1.8 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 27.9 0.8% 1 +0.8 pp +0.8 pp -0.3 pp +0.8 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 27.8 2.9% 4 +0.0 pp -0.1 pp -0.2 pp +2.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 24.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.5 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 21.4 0.7% 4 +0.2 pp +0.4 pp +0.4 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 18.4 2.4% 4 -0.7 pp -0.6 pp -0.7 pp +2.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 18.3 2.0% 4 +0.3 pp +0.2 pp +0.2 pp +2.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 17.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Financial Advisors, LLC CIK 0001972138 0.709 86 16.6 5.1% 4 -0.1 pp -0.4 pp -0.7 pp +5.1 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 14.3 8.6% 4 -0.1 pp -0.4 pp -1.0 pp +8.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 10.2 2.1% 4 -0.2 pp -0.4 pp -1.1 pp +2.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 8.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.3 2.1% 4 -0.3 pp -0.9 pp -0.7 pp +2.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 8.2 2.2% 4 -0.4 pp -0.3 pp -0.4 pp +2.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 6.0 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.0 0.2% 4 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 5.9 1.1% 4 -0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 5.4 0.2% 4 -0.2 pp -0.1 pp -0.4 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 5.1 3.4% 4 -0.9 pp -1.0 pp -0.6 pp +3.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 4.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 4.9 1.5% 5 +0.5 pp +0.4 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 4.6 2.1% 4 +0.2 pp +0.2 pp +0.0 pp +2.1 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 4.5 1.1% 4 -0.1 pp -0.3 pp -0.4 pp +1.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 4.5 1.0% 4 +0.0 pp -0.0 pp +0.1 pp +1.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 4.4 1.4% 4 +0.2 pp +0.1 pp +0.2 pp +1.4 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 4.0 1.3% 4 -0.1 pp -0.2 pp -0.6 pp +1.3 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 3.8 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.7 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 3.7 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.3 0.0% 4 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 3.3 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 3.2 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 3.0 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 3.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.9 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 2.9 1.3% 4 +0.0 pp +0.2 pp +0.2 pp +1.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.8 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 2.6 0.3% 4 -0.0 pp -0.3 pp -0.5 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.4 0.4% 4 -0.0 pp -0.2 pp -0.3 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 2.4 0.3% 4 -0.1 pp -0.1 pp -0.3 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.3 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 2.1 0.6% 4 +0.1 pp +0.0 pp -0.3 pp +0.6 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 2.1 0.7% 4 +0.2 pp -0.2 pp -0.1 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 2.0 1.6% 4 -0.1 pp -0.2 pp -0.9 pp +1.6 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 1.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.8 0.1% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 1.8 1.2% 4 -0.0 pp +0.7 pp +0.7 pp +1.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.8 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 1.8 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 1.7 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.6 0.2% 6 -0.4 pp -0.1 pp -0.1 pp -0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 1.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.5 1.0% 4 -0.1 pp -0.3 pp -0.2 pp +1.0 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 1.5 0.3% 4 -0.0 pp -0.1 pp -5.9 pp +0.3 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.4 0.7% 4 +0.1 pp +0.1 pp +0.0 pp +0.7 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 1.4 0.6% 4 -0.1 pp -0.2 pp -0.4 pp +0.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.4 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 1.2 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.2 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 1.1 0.6% 5 +0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.1 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.0 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 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.9 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 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% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆First PREMIER Bank CIK 0001653926 0.233 358 0.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.8 0.2% 4 -0.0 pp -0.2 pp -0.4 pp +0.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆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
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Beck Bode, LLC CIK 0001790548 0.122 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 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 +0.0 pp -0.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.5 pp -0.5 pp -0.9 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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 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
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.0 0.0% 0 +0.0 pp -0.1 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 -0.1 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Wealth Management Group CIK 0001736666 0.111 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 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 +0.0 pp -0.1 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 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
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 -10.2 pp -14.5 pp -15.3 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -9.4 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 0.0 0.0% 0 -1.6 pp -1.6 pp -1.6 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -1.5 pp -1.5 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆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
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 -0.1 pp -1.3 pp -1.5 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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