Signals

← Signals

☆FLQM

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

Flow ranking

Rank#17879
Score / z0.000 / -0.02
Consensus61.39 over 104 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 168.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 143.4 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 95.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orgel Wealth Management, LLC CIK 0001658535 0.871 113 72.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 44.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 40.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 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 36.8 0.0% 2 +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 36.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 34.5 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 33.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 27.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 19.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 19.3 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 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 17.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 10.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 10.4 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Sherrill & Hutchins Financial Advisory, Inc CIK 0002005607 0.794 20 9.5 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 9.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 9.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 8.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 7.1 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 6.3 3.2% 2 -0.4 pp +3.2 pp +3.2 pp +3.2 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 5.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Base Wealth Management LLC CIK 0002083977 0.493 66 4.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 4.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Thomasville National Bank CIK 0001561790 0.599 241 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 4.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ridgeline Wealth Planning, LLC CIK 0002013788 0.662 53 1.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 1.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 1.6 0.1% 1 +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 1.4 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 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VeraBank, N.A. CIK 0001767297 0.624 167 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.5 0.0% 1 +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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 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 1369 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +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
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +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
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 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
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 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
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +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 FLQM). Qtrs Held counts distinct quarters this fund has actually held FLQM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FLQM position size. Δ columns are the percentage-point change in FLQM'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