Signals

← Signals

☆FLOT

710 in-universe funds with a nonzero position in FLOT within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24110
Score / z-0.206 / -0.31
Consensus186.52 over 376 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆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 452.1 0.0% 3 -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 309.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 256.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 233.7 0.1% 2 -0.0 pp +0.1 pp +0.1 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 164.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 157.2 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 152.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 149.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 140.9 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 120.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 101.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 101.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 100.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 94.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 82.5 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 75.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 70.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 61.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 60.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 59.2 6.1% 2 +1.2 pp +6.1 pp +6.1 pp +6.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 57.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 55.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 52.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 48.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 48.5 3.2% 2 +0.8 pp +3.2 pp +3.2 pp +3.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 45.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 43.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 40.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 39.9 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 39.1 2.3% 2 -0.7 pp +2.3 pp +2.3 pp +2.3 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 38.1 13.2% 2 -1.8 pp +13.2 pp +13.2 pp +13.2 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 36.1 6.7% 2 +5.7 pp +6.7 pp +6.7 pp +6.7 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 31.9 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 31.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 30.5 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 28.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 28.6 4.4% 2 +0.9 pp +4.4 pp +4.4 pp +4.4 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 28.5 4.6% 2 -0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 28.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 26.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 25.9 4.5% 2 +1.3 pp +4.5 pp +4.5 pp +4.5 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 25.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 23.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 23.4 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Walker Financial Services, Inc. CIK 0001965479 0.780 45 22.4 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 22.1 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 21.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LaFleur & Godfrey LLC CIK 0001387458 0.483 149 19.7 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 19.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 19.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 19.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 17.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 16.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 16.2 1.9% 2 +1.7 pp +1.9 pp +1.9 pp +1.9 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 16.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 15.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 14.4 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 14.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 13.9 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 13.3 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 12.6 6.2% 2 +0.6 pp +6.2 pp +6.2 pp +6.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 12.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 12.0 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 11.1 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 10.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 10.6 2.8% 2 +2.4 pp +2.8 pp +2.8 pp +2.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 10.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 9.9 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 9.8 2.9% 3 -0.1 pp +0.1 pp +2.9 pp +2.9 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 9.7 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 9.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 9.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 9.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 9.1 5.5% 2 +1.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Cadence Bank CIK 0001299939 0.688 332 9.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 9.0 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 9.0 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 8.9 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 8.9 5.1% 3 +0.2 pp +0.0 pp +5.1 pp +5.1 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 8.8 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 8.7 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 8.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 8.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 8.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 8.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 7.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 7.9 2.7% 2 -0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 7.8 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 7.6 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 7.6 1.7% 3 -0.2 pp -0.7 pp +1.7 pp +1.7 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 7.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 7.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 7.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 7.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Yeomans Consulting Group, Inc. CIK 0002014739 0.073 113 7.1 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 7.0 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 7.0 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 6.8 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 6.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 6.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 6.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 6.5 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 6.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 6.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 6.3 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 6.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 5.9 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 5.7 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 5.7 1.4% 2 -0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 5.6 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 5.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 5.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 5.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 5.2 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 5.1 4.8% 2 +0.5 pp +4.8 pp +4.8 pp +4.8 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 4.9 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monument Capital Management CIK 0001729428 0.068 262 4.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 4.7 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 4.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 -9.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -0.3 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
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 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
☆Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eldridge Investment Advisors, Inc. CIK 0001727993 0.454 163 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 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
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 0.0 0.0% 0 -0.1 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
☆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
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.0 0.0% 0 -0.1 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
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 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 -0.4 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
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Elm3 Financial Group, LLC CIK 0002011201 0.155 135 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 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
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆GRAYBILL WEALTH MANAGEMENT, LTD. CIK 0001252007 0.342 82 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 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 -0.2 pp +0.0 pp +0.0 pp +0.0 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
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTS Asset Management, Inc. CIK 0001532842 0.000 31 0.0 0.0% 0 -0.5 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
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -3.3 pp -3.4 pp +0.0 pp +0.0 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 -0.4 pp -0.7 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.6 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 FLOT). Qtrs Held counts distinct quarters this fund has actually held FLOT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FLOT position size. Δ columns are the percentage-point change in FLOT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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