Signals

FLCC

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

Flow ranking

Rank#1502
Score / z0.010 / -0.01
Consensus11.85 over 18 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Tulsa Wealth Advisors, INC CIK 0002114442 0.487 166 32.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 29.5 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 6.6 0.7% 4 -0.0 pp -0.8 pp -0.8 pp +0.7 pp
GTS FINANCIAL, LLC CIK 0002112647 0.211 41 5.1 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cox Capital Mgt LLC CIK 0001748728 0.206 81 2.8 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.5 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 1.2 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 1.1 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 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.8 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.4 0.0% 5 -0.0 pp -0.4 pp -0.6 pp -0.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 0.0 0.0% 0 +0.0 pp -0.7 pp -2.5 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 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
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 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
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 FLCC). Qtrs Held counts distinct quarters this fund has actually held FLCC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FLCC position size. Δ columns are the percentage-point change in FLCC'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