Signals

← Signals

☆FLTR

304 in-universe funds with a nonzero position in FLTR within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1131
Score / z0.065 / 0.04
Consensus89.92 over 168 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 118.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 116.3 0.3% 5 -0.0 pp -0.0 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 107.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 102.4 10.6% 4 -0.2 pp -2.8 pp -3.7 pp +10.6 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 65.9 3.4% 3 +0.0 pp +0.1 pp +3.4 pp +3.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 64.8 0.0% 4 +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 60.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 52.7 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 43.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 36.6 9.9% 4 -0.2 pp -0.3 pp +0.4 pp +9.9 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 25.5 5.6% 4 +1.3 pp +2.0 pp +2.2 pp +5.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 21.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 15.8 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 15.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 14.7 4.8% 4 +0.4 pp +0.3 pp -0.2 pp +4.8 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 14.2 3.3% 4 +0.1 pp +0.1 pp +0.2 pp +3.3 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 13.8 3.4% 1 +3.4 pp +1.4 pp +1.6 pp +3.4 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 12.8 0.6% 4 -0.1 pp -0.0 pp -0.0 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Deseret Mutual Benefit Administrators CIK 0001789351 0.304 518 11.7 4.0% 4 +0.3 pp -1.7 pp -2.7 pp +4.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 11.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 9.4 6.4% 4 +0.1 pp -0.3 pp -0.3 pp +6.4 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 9.3 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆ELEVATUS WELATH MANAGEMENT CIK 0001982776 0.025 243 9.0 4.7% 3 +1.9 pp +1.5 pp +4.7 pp +4.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 8.5 2.8% 4 +0.1 pp +0.3 pp +0.4 pp +2.8 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 8.3 0.6% 4 -0.3 pp -0.3 pp -1.1 pp +0.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 7.5 0.8% 4 -0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 7.3 0.5% 4 +0.0 pp +0.0 pp +0.2 pp +0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.6 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Bensler, LLC CIK 0001965941 0.354 198 6.5 0.7% 4 -0.2 pp -0.3 pp -0.4 pp +0.7 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 6.0 1.8% 6 +0.1 pp -0.2 pp -0.4 pp -0.5 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 5.8 1.2% 4 +0.2 pp +0.1 pp -0.2 pp +1.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 5.3 0.6% 4 +0.0 pp -0.4 pp -0.4 pp +0.6 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 5.3 2.5% 5 +0.0 pp +0.1 pp -0.9 pp -1.3 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 4.9 1.2% 4 -0.0 pp -0.3 pp -0.4 pp +1.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆All Terrain Financial Advisors, LLC CIK 0001731358 0.348 106 4.7 1.5% 4 +0.0 pp -0.0 pp -0.2 pp +1.5 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 4.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 4.4 0.7% 4 +0.0 pp +0.0 pp +0.5 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 3.8 0.7% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 3.7 2.4% 4 +0.0 pp +0.0 pp -0.0 pp +2.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 3.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 3.4 2.9% 6 +0.1 pp +0.0 pp +0.1 pp -0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 3.4 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 3.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 3.3 1.7% 4 -0.0 pp +0.0 pp -0.1 pp +1.7 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madden Advisory Services, Inc. CIK 0001542284 0.435 110 3.0 1.2% 4 -0.0 pp +0.0 pp -0.1 pp +1.2 pp
☆Yanni & Associates Investment Advisors, LLC CIK 0002109644 0.707 34 2.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.9 0.2% 4 -0.4 pp -0.5 pp -0.6 pp +0.2 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.8 0.3% 4 +0.0 pp +0.0 pp -0.9 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.8 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 2.7 0.7% 4 -0.2 pp -0.2 pp -0.2 pp +0.7 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 2.6 1.1% 4 -0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.4 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.4 0.2% 4 -0.1 pp -0.3 pp -0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 2.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 1.8 1.5% 3 +0.5 pp +0.7 pp +1.5 pp +1.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.6 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 1.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.055 227 1.3 0.8% 4 +0.1 pp +0.0 pp +0.1 pp +0.8 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 1.2 0.2% 4 +0.2 pp -0.0 pp -0.9 pp +0.2 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.1 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.1 0.0% 4 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 1.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 1.1 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.1 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.0 0.0% 5 +0.0 pp -0.0 pp -0.3 pp -0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 1.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 0.9 1.1% 3 -0.1 pp +0.9 pp +1.1 pp +1.1 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.9 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robinhood Asset Management, LLC CIK 0002067588 0.593 83 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.8 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.8 0.2% 2 -0.1 pp +0.2 pp -8.9 pp +0.2 pp
☆SILVIA MCCOLL WEALTH MANAGEMENT, LLC CIK 0001991983 0.332 122 0.8 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pointe Capital Management LLC CIK 0001640335 0.384 157 0.7 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.7 0.5% 3 -2.0 pp -2.0 pp +0.5 pp +0.5 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.7 0.0% 4 -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% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.6 0.0% 4 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.4 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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