Signals

FLOT

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

Flow ranking

Rank#491
Score / z0.385 / 0.45
Consensus228.37 over 459 funds
Momentum-0.27 ≠

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest-33% / 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)
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
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 436.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 376.2 0.1% 5 +0.0 pp +0.1 pp +0.1 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 336.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 294.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 279.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 201.9 1.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 179.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 160.6 2.2% 5 -0.3 pp -0.1 pp -0.0 pp -0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 155.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 155.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 118.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARTLINE INVESTMENT CORP/ CIK 0000945625 0.638 115 110.5 9.6% 5 +1.7 pp +1.8 pp +3.5 pp +4.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 109.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kensington Asset Management, LLC CIK 0001979884 0.823 39 107.3 5.8% 4 +3.0 pp +3.0 pp +2.5 pp +5.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 106.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 106.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 94.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 75.3 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 62.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 56.6 0.7% 5 -0.3 pp -0.6 pp -0.6 pp -0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 51.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 51.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 44.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Demars Financial Group, LLC CIK 0001723115 0.575 113 42.9 11.9% 5 +0.0 pp -0.3 pp -1.3 pp -3.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 41.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARINGS LLC CIK 0000009015 0.845 191 39.8 0.7% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
Walker Financial Services, Inc. CIK 0001965479 0.780 45 37.4 11.6% 4 +0.2 pp +1.5 pp +2.8 pp +11.6 pp
LJI Wealth Management, LLC CIK 0001988563 0.694 201 36.9 5.2% 5 -0.1 pp +0.1 pp +0.6 pp +1.9 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 34.9 3.6% 1 +3.6 pp +3.6 pp -0.1 pp +3.6 pp
Destination Wealth Management CIK 0001278573 0.701 325 34.8 0.8% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 34.5 1.8% 5 -0.5 pp -0.5 pp -0.4 pp -1.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 34.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 32.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 31.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 30.5 0.0% 5 +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 27.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Towercrest Capital Management CIK 0001633288 0.713 110 26.9 3.8% 5 -0.5 pp -0.8 pp -0.8 pp -0.8 pp
Occidental Asset Management, LLC CIK 0001770994 0.384 325 26.6 2.6% 5 -0.6 pp -0.8 pp -1.2 pp -0.9 pp
LaFleur & Godfrey LLC CIK 0001387458 0.483 149 24.7 2.9% 5 -0.0 pp +0.4 pp +0.5 pp +0.7 pp
CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 24.6 2.0% 1 +2.0 pp -0.0 pp -0.0 pp -0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 24.2 0.6% 5 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 23.8 0.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 22.5 3.4% 5 +0.9 pp -2.2 pp -1.0 pp -0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 22.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 21.9 1.2% 5 +0.0 pp -0.0 pp -0.3 pp -0.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 21.2 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DDFG, Inc CIK 0001967640 0.535 91 20.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 19.1 1.4% 5 -0.3 pp -0.3 pp -0.7 pp -1.1 pp
TriaGen Wealth Management LLC CIK 0001843848 0.191 182 18.3 4.6% 5 -4.9 pp -1.9 pp +1.8 pp +4.2 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 18.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 17.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 17.9 7.7% 5 +3.1 pp +1.1 pp +2.2 pp +3.7 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 17.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 17.3 3.4% 5 -0.6 pp -2.5 pp -3.3 pp +2.4 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 17.0 0.2% 1 +0.2 pp +0.1 pp +0.1 pp -0.0 pp
Colonial Trust Advisors CIK 0001567993 0.560 807 15.8 1.1% 5 -0.0 pp +0.1 pp -0.0 pp -0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 15.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 15.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 14.7 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Alpha Zero LLC CIK 0002079032 0.418 107 14.7 5.6% 6 -0.3 pp +0.4 pp +0.4 pp +0.6 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 14.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 14.6 5.9% 5 +0.1 pp -0.1 pp -0.3 pp +0.2 pp
FINANCIAL ADVISORY PARTNERS, LLC CIK 0001994252 0.556 74 14.4 3.8% 5 -0.0 pp +0.0 pp +0.3 pp +0.1 pp
TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 14.0 0.8% 5 -0.1 pp -2.5 pp -2.3 pp -1.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 13.7 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 13.7 2.7% 5 -0.3 pp -0.4 pp -0.4 pp -0.3 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 13.5 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 13.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WNY Asset Management, LLC CIK 0001803296 0.575 260 12.4 1.1% 1 +1.1 pp +1.1 pp -2.0 pp -1.7 pp
BAILARD, INC. CIK 0000750641 0.578 763 12.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Florida Trust Wealth Management Co CIK 0001651023 0.623 461 12.1 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 11.9 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Vertrix Wealth Management, LLC CIK 0002118328 0.155 103 11.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 11.9 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 11.3 0.5% 5 -0.1 pp -0.1 pp +0.2 pp +0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 11.1 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 11.0 5.3% 5 -0.5 pp -0.0 pp +0.2 pp -0.1 pp
Shira Ridge Wealth Management CIK 0001961210 0.592 83 11.0 3.8% 5 +0.1 pp +1.0 pp +2.1 pp +2.2 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Rezny Wealth Management, Inc. CIK 0001535859 0.868 37 10.5 1.8% 5 -0.4 pp -0.6 pp -1.0 pp -1.2 pp
Piedmont Capital Management, LLC CIK 0001656150 0.145 58 10.4 5.3% 5 +0.2 pp +0.5 pp +0.5 pp +0.3 pp
Chesley Taft & Associates LLC CIK 0001164632 0.609 369 10.4 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 10.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 10.2 6.7% 1 +6.7 pp +6.7 pp -0.4 pp -0.7 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 9.6 1.0% 5 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 9.6 1.0% 5 -0.1 pp -0.1 pp +0.1 pp -0.0 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 9.6 1.7% 5 -0.1 pp -0.0 pp +0.1 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 9.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 9.3 1.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 9.0 3.4% 5 -0.1 pp +0.2 pp +0.5 pp +0.2 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 8.9 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
Windsor Capital Management, LLC CIK 0001543100 0.486 127 8.9 2.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 8.8 1.1% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 8.8 0.6% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
ROSENBLUM SILVERMAN SUTTON S F INC /CA CIK 0000918893 0.408 80 8.8 2.1% 5 +0.4 pp +0.7 pp +0.6 pp +0.5 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 8.6 2.1% 5 -0.4 pp -0.8 pp -0.8 pp -1.1 pp
FC Advisory LLC CIK 0001683754 0.633 118 8.4 2.2% 5 -0.1 pp -0.0 pp +0.0 pp -0.1 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 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corus Family Wealth Advisors CIK 0001894830 0.416 82 8.2 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WorthPointe, LLC CIK 0001921448 0.605 123 8.0 2.0% 4 -0.1 pp +0.6 pp +1.8 pp +2.0 pp
COURIER CAPITAL LLC CIK 0001015247 0.598 399 8.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 8.0 1.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Sierra Capital LLC CIK 0001787274 0.509 228 7.9 0.8% 5 -0.0 pp -0.1 pp -0.3 pp -0.4 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 7.9 4.2% 3 -0.3 pp +0.1 pp +4.2 pp +4.2 pp
Monetary Solutions, Ltd CIK 0002112370 0.453 397 7.8 6.7% 2 -0.2 pp +6.7 pp +6.7 pp +6.7 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 7.7 1.6% 5 -0.1 pp -0.6 pp -0.4 pp -0.3 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nutshell Asset Management Ltd CIK 0002021442 0.049 45 7.6 2.5% 5 +1.4 pp +1.8 pp +1.5 pp +1.8 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 7.2 1.0% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 7.2 0.3% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Impact Capital Partners LLC CIK 0002054916 0.218 283 7.1 1.9% 5 +0.1 pp +0.2 pp +0.1 pp -0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 7.0 0.9% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 7.0 0.1% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FCA CORP /TX CIK 0001166402 0.236 203 6.9 1.7% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 6.8 0.3% 6 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.269 102 6.7 1.3% 5 -0.6 pp -0.4 pp -0.0 pp -0.4 pp
JT Stratford LLC CIK 0001689013 0.376 321 6.5 0.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.3 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 6.4 0.8% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 6.1 1.0% 5 -0.1 pp -0.1 pp -0.4 pp -0.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 5.8 1.1% 6 -0.2 pp -0.2 pp -0.5 pp -0.8 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 5.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 5.8 0.4% 5 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 5.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 5.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Crews Bank & Trust CIK 0002052279 0.645 662 5.2 0.7% 5 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Creative Planning CIK 0001540235 0.979 4196 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Buska Wealth Management, LLC CIK 0001910503 0.535 81 5.2 1.9% 6 -0.8 pp -0.9 pp -1.1 pp -1.2 pp
Everest Financial Group LLC CIK 0002056391 0.397 208 5.1 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Monument Capital Management CIK 0001729428 0.068 262 5.1 1.0% 1 +1.0 pp -0.2 pp -0.2 pp -0.2 pp
Weaver Consulting Group CIK 0001780055 0.312 297 5.1 1.0% 5 -0.2 pp -0.3 pp -0.6 pp -0.8 pp
Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 5.0 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
Haverford Trust Co CIK 0000842941 0.805 424 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.4 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 5.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baring Financial LLC CIK 0002052588 0.395 83 4.9 2.7% 5 -0.3 pp -0.1 pp -0.1 pp -0.3 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Arax Advisory Partners CIK 0001586767 0.171 5155 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 4.4 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 4.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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Marex Group Ltd (MRX) CIK 0001997464 0.247 955 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 4.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
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Corient Private Wealth LP CIK 0001948780 0.887 3043 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 4.3 0.5% 5 -0.1 pp -0.3 pp -0.3 pp +0.3 pp
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Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Darden Wealth Group Inc CIK 0002011221 0.260 155 4.1 1.6% 5 -0.4 pp -0.3 pp -0.4 pp -0.7 pp
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AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 4.0 0.3% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 3.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ETF Store, Inc. CIK 0001911470 0.237 114 3.9 3.2% 5 +0.0 pp +0.3 pp -0.0 pp -0.3 pp
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Asset One Wealth Management LLC CIK 0002110759 0.396 346 3.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
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Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.8 0.1% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
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PFG Advisors CIK 0001694435 0.248 791 3.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Capital Market Strategies LLC CIK 0001810158 0.271 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -9.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
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May Hill Capital, LLC CIK 0002056340 0.467 256 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
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Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
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Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.2 pp
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Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
PURSUIT WEALTH STRATEGIES, LLC CIK 0002116904 0.194 114 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
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Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 pp -0.5 pp
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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
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Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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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
Waldron Private Wealth LLC CIK 0001598180 0.896 350 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Fortune Financial Advisors, LLC CIK 0001961828 0.228 163 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 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
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +0.0 pp -0.0 pp -0.3 pp -0.6 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 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
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 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
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 -0.0 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
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 -0.0 pp -0.0 pp -0.5 pp -0.6 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
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
KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 +0.0 pp -7.8 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
United Asset Strategies, Inc. CIK 0001539948 0.467 259 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 +0.0 pp -0.3 pp -0.8 pp +0.0 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.160 104 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sharper & Granite LLC CIK 0001959415 0.344 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp -3.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
BARD ASSOCIATES INC CIK 0001105907 0.296 292 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 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 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp -0.4 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -2.2 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
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
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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
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
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 (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