Signals

← Signals

☆FIXD

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

Flow ranking

Rank#1377
Score / z0.020 / 0.01
Consensus89.00 over 174 funds
Momentumnot computed

Price & positioning

227 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 404.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 315.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 207.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 101.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 94.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 74.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 70.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 66.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 66.3 0.0% 5 -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 54.1 0.1% 5 -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 41.2 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 38.7 0.8% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 35.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 34.2 1.6% 5 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 31.5 0.2% 2 -0.6 pp +0.2 pp +0.2 pp -0.9 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 28.6 2.5% 5 -0.3 pp -0.3 pp -0.4 pp -0.6 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 27.5 0.8% 5 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 26.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 23.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 21.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 21.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 20.5 2.3% 5 -0.0 pp -0.7 pp -0.6 pp -0.8 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 18.4 1.7% 5 -0.3 pp -0.0 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 15.0 8.3% 5 -0.4 pp -0.5 pp -0.8 pp -1.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 11.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 10.6 1.2% 1 +1.2 pp +1.2 pp -0.3 pp -0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 10.3 0.2% 1 +0.2 pp +0.1 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 9.9 1.8% 5 -0.3 pp -0.4 pp -0.7 pp -1.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 8.8 2.1% 5 -0.1 pp -0.5 pp -0.4 pp -0.4 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.2 1.9% 5 -0.2 pp -0.5 pp -1.1 pp -0.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.1 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 7.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 6.7 0.9% 5 -4.5 pp -4.4 pp -4.5 pp -5.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 6.2 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 5.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 5.2 3.2% 5 -0.2 pp -1.1 pp -1.2 pp -0.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 5.0 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 5.0 1.5% 5 +0.8 pp +1.0 pp +0.6 pp +0.6 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.0 0.1% 5 -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 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 4.9 1.3% 6 -0.2 pp +0.3 pp +0.3 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 4.8 1.9% 5 -0.2 pp -0.0 pp +0.0 pp -0.2 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 4.7 0.9% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 4.0 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 3.9 1.1% 5 -0.3 pp -0.1 pp -0.2 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 3.7 1.6% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 3.7 0.5% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 3.4 0.9% 5 -0.3 pp -0.4 pp -0.5 pp -0.9 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.4 0.1% 5 -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 3.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 3.3 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.2 0.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.2 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 3.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 3.2 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 3.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 3.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.8 0.1% 7 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.7 0.1% 5 -0.1 pp -0.3 pp -0.2 pp -0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.7 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.6 0.4% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 2.5 0.2% 5 -0.0 pp -0.1 pp -0.3 pp -0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.5 0.0% 5 -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 2.4 0.0% 2 -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% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 2.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.1 0.2% 7 +0.0 pp -0.3 pp -0.0 pp -0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 2.0 1.4% 5 -0.2 pp -0.3 pp -0.4 pp -1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.9 0.1% 6 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 1.7 0.5% 4 -0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 1.7 0.4% 5 -0.2 pp -0.1 pp -0.2 pp -0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.5 0.9% 5 -0.1 pp -0.3 pp -0.4 pp -0.3 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 1.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 1.5 0.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 1.4 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -5.9 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.4 0.0% 6 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 1.3 0.5% 5 -0.1 pp -0.2 pp -0.3 pp -0.5 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.1 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 1.0 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.0 0.0% 4 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 1.0 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆IFS Group,LLC CIK 0002087139 0.013 87 1.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.9 0.2% 5 -0.9 pp -1.0 pp -1.2 pp -1.3 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.9 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆CLG LLC CIK 0002059872 0.428 156 0.9 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Comprehensive Financial Consultants Institutional, Inc. CIK 0001915714 0.182 204 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.8 0.0% 5 -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% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.7 0.0% 1 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KG Capital Management CIK 0001771687 0.158 142 0.7 0.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆GSG Advisors LLC CIK 0001995773 0.640 148 0.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.4 0.0% 5 -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 +0.0 pp +0.0 pp +0.0 pp -0.7 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
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 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
☆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
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Omnitrust Wealth Management, Inc CIK 0002108483 0.050 64 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.9 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 0.0 0.0% 0 -0.1 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
☆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
☆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
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp -0.9 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 +0.0 pp -0.1 pp -0.1 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
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -1.1 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
☆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
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 +0.0 pp -10.2 pp -14.5 pp -15.3 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
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆GKV Capital Management Co., Inc. CIK 0002052321 0.350 83 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 0.0 0.0% 0 -1.2 pp -1.2 pp -0.6 pp -0.5 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Corus Family Wealth Advisors CIK 0001894830 0.415 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -9.4 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
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 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 +0.0 pp +0.0 pp -0.1 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
☆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
☆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
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆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
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 +0.0 pp -0.1 pp -1.3 pp -1.5 pp
☆Beck Bode, LLC CIK 0001790548 0.122 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp -0.8 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 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
☆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
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 +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 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 +0.0 pp -0.1 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.5 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
☆CHOREO, LLC CIK 0001679031 0.797 1690 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 (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