Signals

← Signals

☆FLDR

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

Flow ranking

Rank#755
Score / z0.173 / 0.19
Consensus42.68 over 81 funds
Momentum-0.23 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-0%
Short interest+326% / 1.0d ⚡

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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 444.6 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 62.4 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 44.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Athena Wealth Management, LLC CIK 0002128243 0.201 104 40.7 30.3% 2 +0.0 pp +30.3 pp +30.3 pp +30.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 34.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 26.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 22.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 20.4 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 15.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH MANAGEMENT RESOURCES, INC. CIK 0001063516 0.712 31 15.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.4 0.0% 6 +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 12.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 10.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 9.3 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 9.3 2.1% 5 -0.1 pp +0.0 pp +0.4 pp +1.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 9.1 0.5% 4 -0.1 pp +0.1 pp +0.3 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 6.8 2.9% 3 -0.3 pp +1.2 pp +2.9 pp +2.9 pp
☆RCS Financial Planning, LLC CIK 0001963347 0.546 102 6.3 3.0% 5 -0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 6.0 0.2% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 5.6 1.2% 5 -0.1 pp -0.8 pp -0.5 pp +0.4 pp
☆PLANNING DIRECTIONS INC CIK 0000821103 0.474 110 5.5 2.6% 5 -0.5 pp -0.3 pp -0.6 pp -0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 5.1 1.9% 5 +0.6 pp +0.8 pp +1.0 pp +1.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 4.8 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 4.0 1.5% 5 -0.1 pp -0.1 pp +0.1 pp +0.3 pp
☆LOWERY THOMAS, LLC CIK 0001919701 0.540 57 3.7 1.8% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 3.7 0.5% 4 -0.4 pp -0.5 pp -0.5 pp +0.5 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 3.5 1.3% 4 -0.0 pp +0.3 pp +0.9 pp +1.3 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 3.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 3.4 0.3% 7 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 3.4 1.9% 2 -2.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 3.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 1.9 1.2% 3 -0.3 pp -0.3 pp +1.2 pp +1.2 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 1.8 0.6% 6 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kastel Capital Advisors, LLC CIK 0002111663 0.417 57 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.6 0.9% 6 -0.0 pp -0.0 pp +0.0 pp -0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FCG Investment Co CIK 0002011697 0.075 118 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 1.2 0.8% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 1.0 0.3% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.7 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meadowbrook Advisors Group, LLC CIK 0002119283 0.088 169 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.6 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 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 0.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SELDON CAPITAL LP CIK 0001867731 0.151 74 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.465 184 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 3 -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
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.4 pp -0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 -0.1 pp -0.1 pp -0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 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
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 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
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 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
☆Andrew Hill Investment Advisors, Inc. CIK 0001897071 0.050 57 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -1.2 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 0.0 0.0% 0 -0.2 pp -1.4 pp -1.2 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 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
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Riverstone Advisors, LLC CIK 0001763404 0.637 85 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.0 0.0% 0 +0.0 pp -4.1 pp -4.0 pp -4.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Financially Speaking Inc CIK 0002040901 0.000 103 0.0 0.0% 0 +0.0 pp -11.3 pp -3.6 pp -6.1 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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 FLDR). Qtrs Held counts distinct quarters this fund has actually held FLDR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FLDR position size. Δ columns are the percentage-point change in FLDR'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