Signals

FLXR

141 in-universe funds with a nonzero position in FLXR within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#494
Score / z0.323 / 0.45
Consensus57.20 over 101 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+93% / 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)
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
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 204.7 0.4% 3 +0.0 pp +0.0 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 190.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 114.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 99.0 0.0% 3 +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 87.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 86.2 11.3% 3 +0.5 pp +0.3 pp +11.3 pp +11.3 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 64.8 10.0% 3 +0.3 pp +0.3 pp +10.0 pp +10.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 58.3 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 51.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCW GROUP INC CIK 0000850401 0.730 629 47.1 0.3% 3 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 47.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 46.9 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 36.7 7.2% 3 +1.3 pp +0.3 pp +7.2 pp +7.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 32.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 29.2 9.2% 3 +0.1 pp +0.6 pp +9.2 pp +9.2 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 29.2 4.2% 3 +3.9 pp +3.8 pp +4.2 pp +4.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 25.6 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 25.4 11.4% 3 -0.5 pp +0.4 pp +11.4 pp +11.4 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 20.2 4.3% 3 +0.2 pp +0.3 pp +4.3 pp +4.3 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 19.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 17.6 7.7% 3 +1.1 pp +4.9 pp +7.7 pp +7.7 pp
Tidemark, LLC CIK 0002009591 0.305 935 16.6 4.7% 2 +0.4 pp +4.7 pp +4.7 pp +4.7 pp
Family Manage LLC CIK 0001539947 0.277 323 15.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 15.0 5.5% 2 +5.2 pp +5.5 pp +5.5 pp +5.5 pp
True North Advisors, LLC CIK 0001634556 0.493 291 14.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 14.1 1.9% 3 +0.2 pp +0.4 pp +1.9 pp +1.9 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 14.0 1.9% 3 -0.0 pp +0.1 pp +1.9 pp +1.9 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 13.1 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 11.1 1.2% 3 -0.6 pp -0.4 pp +1.2 pp +1.2 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 10.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 10.0 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 9.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 9.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
White & Co Financial Planning Inc CIK 0002039300 0.789 20 9.2 6.9% 3 -0.1 pp -0.1 pp +6.9 pp +6.9 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 9.1 2.4% 3 +0.3 pp +1.0 pp +2.4 pp +2.4 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 8.9 1.1% 3 -1.2 pp +0.1 pp +1.1 pp +1.1 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.3 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.5 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 7.0 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.7 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 5.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 5.0 2.8% 3 +0.0 pp +0.3 pp +2.8 pp +2.8 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 4.5 1.5% 3 -0.6 pp -0.5 pp +1.5 pp +1.5 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.4 1.7% 3 -0.2 pp -0.2 pp +1.7 pp +1.7 pp
&PARTNERS CIK 0000107136 0.806 2509 4.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 4.1 1.3% 3 +0.4 pp +1.1 pp +1.3 pp +1.3 pp
Capital Square, LLC CIK 0001798736 0.168 241 4.1 2.1% 3 -0.6 pp +1.3 pp +2.1 pp +2.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 3.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.5 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 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlas Wealth LLC CIK 0001964106 0.022 178 3.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 2.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 2.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 2.3 0.6% 3 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 2.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 2.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 1.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 1.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 1.4 0.0% 3 +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 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 1.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 1.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Encompass More Asset Management CIK 0002011218 0.126 270 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.6 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 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 0.5 0.0% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.5 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triton Financial Group Inc CIK 0001811805 0.000 99 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 3 -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% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Darden Wealth Group Inc CIK 0002011221 0.260 155 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bensler, LLC CIK 0001965941 0.354 198 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 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
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 3 -0.4 pp -0.7 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +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
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
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 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 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
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
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 -1.0 pp -0.5 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 -0.9 pp -1.9 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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