Signals

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☆FLXR

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

Flow ranking

Rank#603
Score / z0.226 / 0.34
Consensus58.87 over 102 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 190.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 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 151.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 91.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 87.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 77.1 10.7% 2 -0.2 pp +10.7 pp +10.7 pp +10.7 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 58.6 9.6% 2 +0.0 pp +9.6 pp +9.6 pp +9.6 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 56.6 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 52.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 49.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 47.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 36.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 33.2 5.9% 2 -1.0 pp +5.9 pp +5.9 pp +5.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 27.6 9.2% 2 +0.5 pp +9.2 pp +9.2 pp +9.2 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 24.9 11.9% 2 +0.9 pp +11.9 pp +11.9 pp +11.9 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 23.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 22.0 6.6% 2 +3.8 pp +6.6 pp +6.6 pp +6.6 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 18.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 18.5 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 17.3 2.2% 2 +1.3 pp +2.2 pp +2.2 pp +2.2 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 17.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 15.7 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 15.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 13.5 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 12.2 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 9.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 9.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 9.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 9.2 7.0% 2 +0.0 pp +7.0 pp +7.0 pp +7.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 7.9 2.1% 2 +0.7 pp +2.1 pp +2.1 pp +2.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 5.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 5.2 2.7% 2 +1.9 pp +2.7 pp +2.7 pp +2.7 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.8 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 4.7 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 4.5 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 3.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.8 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 2.6 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 2.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 2.3 0.9% 2 -1.1 pp +0.9 pp +0.9 pp +0.9 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 2.0 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 2.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.8 0.0% 3 +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 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.1 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
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.2 0.1% 2 -0.0 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 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
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 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
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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 FLXR). Qtrs Held counts distinct quarters this fund has actually held FLXR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FLXR position size. Δ columns are the percentage-point change in FLXR'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