Signals

← Signals

☆FLRN

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

Flow ranking

Rank#17400
Score / z0.000 / -0.02
Consensus115.17 over 237 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)
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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 ▾
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 156.3 0.3% 6 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 127.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 121.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 83.3 0.0% 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 75.8 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 60.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 60.7 0.4% 5 +0.0 pp +0.0 pp -0.0 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 57.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 40.2 6.9% 5 -0.6 pp -0.5 pp -0.3 pp -0.2 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 36.0 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 30.6 1.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 30.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 29.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 29.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 28.7 4.9% 5 +0.0 pp +0.1 pp +0.3 pp +0.1 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 26.9 3.9% 5 +0.3 pp +0.3 pp +0.4 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 24.9 0.6% 5 -0.1 pp -0.2 pp -0.0 pp -0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 24.6 3.9% 5 +0.7 pp -0.6 pp -2.6 pp -3.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 24.4 4.6% 5 +0.3 pp +0.0 pp +0.5 pp +0.2 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 22.9 6.8% 5 -0.4 pp +0.9 pp +0.5 pp -0.4 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 22.7 1.4% 4 -1.9 pp +0.7 pp +1.4 pp +1.4 pp
☆Penobscot Investment Management Company, Inc. CIK 0001394866 0.528 315 19.4 1.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 16.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 16.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 16.7 2.3% 5 -0.5 pp -0.8 pp -1.0 pp -1.2 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 16.3 4.6% 5 -0.8 pp -0.8 pp -0.9 pp -0.9 pp
☆Whitcomb & Hess, Inc. CIK 0001813577 0.761 66 16.2 3.5% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Alliance Wealth Management Group CIK 0001623707 0.630 103 15.8 3.1% 5 -0.7 pp -1.1 pp -1.3 pp -1.7 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 15.6 1.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 14.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 14.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 13.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 11.7 2.2% 5 -0.6 pp -0.6 pp -0.6 pp -0.7 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 11.7 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 10.2 1.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 10.2 1.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 9.8 5.8% 6 -0.9 pp -0.7 pp -1.1 pp -1.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 9.1 0.1% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.8 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 8.7 1.3% 4 -0.2 pp -0.1 pp -0.1 pp +1.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 7.4 1.3% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 7.2 4.4% 5 -0.4 pp -0.6 pp -1.5 pp -2.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 7.1 0.2% 6 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 7.0 3.2% 1 +3.2 pp +3.2 pp -0.7 pp -0.8 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 6.8 0.9% 3 -0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 6.8 0.9% 7 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 6.7 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.4 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 6.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AVITY INVESTMENT MANAGEMENT INC. CIK 0000926834 0.574 118 5.9 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 5.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 5.5 1.5% 5 -0.2 pp -0.7 pp -0.7 pp -0.9 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 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
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 5.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 4.4 0.2% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.4 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 4.3 1.6% 1 +1.6 pp +1.6 pp +0.4 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 4.1 2.5% 5 -0.5 pp +0.0 pp -0.0 pp -0.2 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 4.1 0.7% 4 -0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 3.9 1.0% 5 -0.1 pp -0.0 pp -0.2 pp -0.5 pp
☆Aries Wealth Management CIK 0001729515 0.425 242 3.8 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 3.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.7 0.2% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 3.4 1.1% 4 +0.8 pp +0.8 pp +0.8 pp +1.1 pp
☆10Elms LLP CIK 0002056650 0.266 526 3.4 1.5% 5 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 3.4 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 3.4 2.6% 5 -0.2 pp -0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gould Capital, LLC CIK 0001908965 0.411 217 3.2 1.8% 5 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 2.9 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.9 0.2% 5 +0.2 pp +0.2 pp +0.2 pp -0.1 pp
☆United Community Bank CIK 0002000314 0.267 534 2.8 0.9% 2 -0.0 pp +0.9 pp -0.1 pp -0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.8 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 2.4 1.0% 1 +1.0 pp +1.0 pp +0.0 pp +0.0 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 2.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.1 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warner Group LLC CIK 0002073617 0.415 129 2.0 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.9 0.2% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.9 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 1.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 1.7 0.4% 5 -0.3 pp -0.2 pp -0.2 pp +0.1 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 1.7 0.7% 5 -0.4 pp -0.6 pp -0.5 pp -0.6 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1.6 0.0% 4 -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 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ceeto Capital Group, LLC CIK 0001722439 0.387 174 1.5 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.4 0.0% 5 +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 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 1.4 0.2% 5 -0.1 pp -0.3 pp -0.3 pp -0.7 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 1.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 1.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 1.4 0.5% 5 +0.3 pp +0.3 pp +0.2 pp +0.1 pp
☆Hudson Portfolio Management LLC CIK 0001847700 0.159 117 1.3 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.8 pp
☆Tranquilli Financial Advisor LLC CIK 0001847769 0.163 135 1.3 0.7% 2 -0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Portland Financial Advisors Inc CIK 0002054942 0.138 89 1.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆McBroom & Associates, LLC CIK 0001908893 0.376 37 1.2 0.6% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.2 0.4% 5 -0.7 pp -0.4 pp +0.3 pp +0.3 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Unify Financial Advisors CIK 0002126814 0.217 90 1.2 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 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 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 1.1 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
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☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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 -0.1 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vantage Investment Partners, LLC CIK 0001534561 0.547 64 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 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 FLRN). Qtrs Held counts distinct quarters this fund has actually held FLRN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FLRN position size. Δ columns are the percentage-point change in FLRN'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