Signals

← Signals

☆FLTR

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

Flow ranking

Rank#662
Score / z0.197 / 0.29
Consensus68.62 over 136 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+50% / 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)
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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 126.2 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 117.1 0.0% 2 -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 115.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 113.8 13.3% 2 -1.0 pp +13.3 pp +13.3 pp +13.3 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 56.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 54.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.1 0.0% 3 +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 37.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 34.8 10.1% 2 +0.7 pp +10.1 pp +10.1 pp +10.1 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 29.6 4.7% 2 -0.5 pp +4.7 pp +4.7 pp +4.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 24.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 23.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 15.0 0.9% 2 -0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 14.4 3.6% 2 +0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 13.6 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Deseret Mutual Benefit Administrators CIK 0001789351 0.304 518 13.5 5.7% 2 -1.0 pp +5.7 pp +5.7 pp +5.7 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 13.4 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 13.0 4.5% 2 -0.5 pp +4.5 pp +4.5 pp +4.5 pp
☆ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 11.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 10.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 10.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 10.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 9.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 8.9 6.7% 2 -0.1 pp +6.7 pp +6.7 pp +6.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 8.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 8.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 7.3 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 6.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 6.3 2.0% 4 -0.2 pp -0.3 pp +0.3 pp +2.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 6.0 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 5.2 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 4.9 2.4% 3 -1.1 pp -1.4 pp +2.4 pp +2.4 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 4.8 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 4.6 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 4.5 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 4.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 3.9 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 3.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 3.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 3.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 3.3 2.9% 4 +0.1 pp -0.3 pp +0.6 pp +2.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 3.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 3.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 3.0 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 2.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.8 0.0% 2 -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 2.7 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 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.5 0.3% 2 -0.9 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 1.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 1.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.5 0.1% 3 -0.3 pp -0.2 pp +0.1 pp +0.1 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.4 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 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 1.3 0.2% 2 -0.9 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 1.2 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.9 0.0% 3 -0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.8 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.8 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.5 0.2% 3 -0.1 pp -0.3 pp +0.2 pp +0.2 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andrew Hill Investment Advisors, Inc. CIK 0001897071 0.050 57 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Greater Midwest Financial Group, LLC CIK 0002025409 0.213 65 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.2 0.0% 2 -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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 2 -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% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 2 -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
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -9.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CHB Investment Group, LLC CIK 0001933274 0.051 69 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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
☆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
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 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 -48.7 pp -0.2 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -2.9 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 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
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 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 FLTR). Qtrs Held counts distinct quarters this fund has actually held FLTR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FLTR position size. Δ columns are the percentage-point change in FLTR'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