Signals

FLQL

75 in-universe funds with a nonzero position in FLQL within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#17878
Score / z0.000 / -0.02
Consensus28.44 over 44 funds
Momentumnot computed

Price & positioning

226 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
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 542.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 137.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 84.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 64.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 56.8 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 35.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 35.4 0.0% 1 +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 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 9.9 0.1% 1 +0.1 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 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 3.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lakeshore Capital Group, Inc. CIK 0002057465 0.297 74 2.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOL Capital Management CO CIK 0001339270 0.000 0 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 1.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Wealth Management Group, LLC CIK 0001977723 0.141 226 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 1 +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
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 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 FLQL). Qtrs Held counts distinct quarters this fund has actually held FLQL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FLQL position size. Δ columns are the percentage-point change in FLQL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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