Signals

← Signals

☆FLBL

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

Flow ranking

Rank#23906
Score / z-0.006 / -0.02
Consensus36.53 over 64 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 ▾
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 97.8 0.7% 5 +0.2 pp +0.1 pp -0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 40.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 28.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 25.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 20.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 19.1 2.8% 5 -0.2 pp -0.1 pp +0.3 pp +0.9 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 15.9 7.8% 5 -1.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 14.8 3.1% 5 +0.0 pp -0.1 pp -0.0 pp -0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 7.9 2.3% 5 -0.1 pp -0.2 pp -1.4 pp -3.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 6.9 1.8% 5 -0.1 pp +0.1 pp -0.0 pp -0.4 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 6.2 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.4 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 4.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 4.4 1.9% 5 -0.5 pp -0.5 pp -0.5 pp -0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 4.0 0.0% 7 -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 3.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 3.4 0.2% 5 -0.1 pp -0.5 pp -1.0 pp -1.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 3.0 0.3% 3 +0.0 pp -0.2 pp +0.3 pp -0.5 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 2.7 1.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 2.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.0 0.0% 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 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 1.7 0.3% 4 -0.3 pp -0.4 pp +0.3 pp +0.3 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.5 0.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.647 43 1.1 0.5% 4 -0.2 pp -0.3 pp -0.3 pp +0.5 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 1.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.9 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 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.4 0.7% 5 -0.8 pp -1.1 pp -1.3 pp -1.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp -8.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.452 169 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.4 0.3% 5 -0.1 pp -0.2 pp -0.4 pp -0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.4 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 0.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 1 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 5 -0.0 pp -0.0 pp -0.3 pp -0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 -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% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PlanVest Financial, Inc CIK 0002135239 0.242 597 0.0 0.0% 1 +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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆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 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp -3.0 pp -3.4 pp -3.6 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.581 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ASHFORD CAPITAL MANAGEMENT INC CIK 0000897070 0.328 107 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.3 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.2 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.3 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
☆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
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 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
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.0 0.0% 0 +0.0 pp -0.1 pp -0.4 pp -0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp -0.5 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
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 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
☆BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KOM Wealth Management Group, LLC CIK 0001804116 0.460 96 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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 -0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just FLBL). Qtrs Held counts distinct quarters this fund has actually held FLBL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FLBL position size. Δ columns are the percentage-point change in FLBL'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