Signals

← Signals

☆FLXR

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

Flow ranking

Rank#615
Score / z0.272 / 0.23
Consensus72.62 over 126 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+24% / 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 ▾
☆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 243.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 214.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 140.8 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 126.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 105.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 89.8 11.6% 4 +0.3 pp +0.8 pp +0.6 pp +11.6 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 71.5 10.6% 4 +0.7 pp +1.0 pp +1.0 pp +10.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 69.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 60.4 1.5% 4 +0.1 pp +0.0 pp +0.1 pp +1.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 60.1 0.0% 4 +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 50.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 46.7 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 46.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 44.2 8.2% 4 +1.0 pp +2.3 pp +1.3 pp +8.2 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 43.2 8.8% 2 -1.0 pp +8.8 pp +8.8 pp +8.8 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 31.2 9.6% 4 +0.4 pp +0.5 pp +1.0 pp +9.6 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 31.1 4.4% 4 +0.1 pp +4.0 pp +4.0 pp +4.4 pp
☆Family Manage LLC CIK 0001539947 0.277 323 31.0 3.7% 2 +1.8 pp +3.7 pp +3.7 pp +3.7 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 27.0 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 26.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 24.9 11.0% 4 -0.4 pp -0.9 pp -0.0 pp +11.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 21.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 20.0 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Weaver Capital Management LLC CIK 0001552247 0.481 170 19.9 4.3% 4 +0.1 pp +0.3 pp +0.3 pp +4.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 19.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 18.3 4.6% 3 -0.1 pp +0.3 pp +4.6 pp +4.6 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 16.8 7.9% 4 +0.2 pp +1.2 pp +5.0 pp +7.9 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 16.8 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 16.7 6.2% 3 +0.7 pp +5.9 pp +6.2 pp +6.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 16.0 0.4% 4 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 15.3 1.6% 3 +0.3 pp +0.6 pp +1.6 pp +1.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 14.2 2.0% 4 +0.1 pp +0.3 pp +0.5 pp +2.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 12.4 1.7% 4 -0.2 pp -0.2 pp -0.1 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 11.6 1.3% 4 +0.1 pp -0.5 pp -0.3 pp +1.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 11.2 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 11.0 2.8% 4 +0.4 pp +0.7 pp +1.4 pp +2.8 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 10.6 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 10.3 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 10.2 7.2% 4 +0.3 pp +0.2 pp +0.3 pp +7.2 pp
☆Ducere Wealth Management LLC CIK 0002083656 0.168 135 9.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 7.5 0.2% 1 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 7.3 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 5.9 1.9% 4 +0.6 pp +1.0 pp +1.7 pp +1.9 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 5.8 0.7% 4 -0.3 pp -1.5 pp -0.2 pp +0.7 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 5.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 5.4 2.9% 4 +0.1 pp +0.1 pp +0.4 pp +2.9 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 5.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.7 1.8% 4 +0.2 pp -0.0 pp -0.1 pp +1.8 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 4.5 2.3% 4 +0.8 pp +0.2 pp +0.3 pp +2.3 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 4.5 0.7% 3 +0.3 pp +0.4 pp +0.7 pp +0.7 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 4.5 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.2 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 4.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 3.8 1.8% 4 -0.3 pp -0.9 pp +1.0 pp +1.8 pp
☆ProCore Advisors, LLC CIK 0002085963 0.257 84 3.7 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 3.1 0.8% 4 +0.1 pp +0.7 pp +0.7 pp +0.8 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 2.5 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 1.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 1.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 1.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.3 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.2 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CAP Partners, LLC CIK 0002006870 0.188 155 0.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.8 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.4 0.0% 1 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Peak Asset Management, LLC CIK 0001632512 0.415 181 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.3 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 4 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 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% 4 +0.0 pp -0.4 pp -0.7 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 +0.0 pp -0.1 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
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -1.0 pp -0.5 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 +0.0 pp -0.9 pp -1.9 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 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
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp +0.0 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 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 -1.0 pp -1.0 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 +0.0 pp -1.8 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triton Financial Group Inc CIK 0001811805 0.000 99 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
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp -0.0 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
☆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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -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 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 (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