Signals

FLXR

201 in-universe funds with a nonzero position in FLXR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#572
Score / z0.302 / 0.35
Consensus82.59 over 141 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
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)
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
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 295.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 224.8 0.3% 5 -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 166.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 164.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 117.6 0.0% 5 -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 100.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 92.4 11.0% 5 -0.5 pp -0.2 pp +0.3 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 84.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 72.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 71.8 9.8% 5 -0.8 pp -0.1 pp +0.2 pp +0.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 60.0 1.3% 5 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 57.6 0.0% 5 +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 56.0 0.2% 1 +0.2 pp +0.2 pp -0.0 pp -0.0 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 49.8 8.2% 5 -0.0 pp +1.0 pp +2.3 pp +1.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 39.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 39.7 7.5% 3 -1.3 pp -2.4 pp +7.5 pp +7.5 pp
PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 34.9 14.4% 5 +3.4 pp +3.0 pp +2.5 pp +3.4 pp
Family Manage LLC CIK 0001539947 0.277 323 34.2 3.6% 3 -0.1 pp +1.6 pp +3.6 pp +3.6 pp
Leelyn Smith, LLC CIK 0001777817 0.480 157 32.2 3.9% 5 -0.4 pp -0.3 pp +3.5 pp +3.5 pp
Morling Financial Advisors, LLC CIK 0001905198 0.795 122 32.1 9.0% 5 -0.7 pp -0.3 pp -0.2 pp +0.3 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 29.5 1.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 29.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 26.5 5.4% 2 +5.2 pp +5.4 pp +5.4 pp +5.4 pp
Tidemark, LLC CIK 0002009591 0.305 935 22.5 5.1% 4 +0.4 pp +0.3 pp +0.7 pp +5.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 21.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 21.3 0.5% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
Weaver Capital Management LLC CIK 0001552247 0.481 170 19.9 4.4% 5 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 19.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
True North Advisors, LLC CIK 0001634556 0.493 291 19.0 1.8% 3 -0.5 pp -0.0 pp +1.8 pp +1.8 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 18.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 15.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 15.5 4.4% 4 -1.8 pp -1.1 pp +4.1 pp +4.4 pp
Ducere Wealth Management LLC CIK 0002083656 0.168 135 15.4 4.6% 2 +0.9 pp +4.6 pp +4.6 pp +4.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WJ Wealth Management, LLC CIK 0001801674 0.219 80 15.1 6.0% 5 -1.9 pp -1.7 pp -0.7 pp +3.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 14.3 1.8% 5 -0.2 pp -0.1 pp +0.1 pp +0.3 pp
BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 13.2 1.3% 5 +0.0 pp +0.1 pp -0.5 pp -0.3 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 12.9 1.7% 5 -0.1 pp -0.3 pp -0.3 pp -0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 11.9 2.7% 5 -0.1 pp +0.4 pp +0.6 pp +1.3 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 11.9 0.9% 3 -0.0 pp -0.2 pp +0.9 pp +0.9 pp
White & Co Financial Planning Inc CIK 0002039300 0.788 20 11.8 7.3% 5 +0.1 pp +0.5 pp +0.4 pp +0.4 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 11.5 2.3% 3 -0.2 pp -0.1 pp +2.3 pp +2.3 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 10.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 9.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 9.1 0.8% 4 -0.8 pp -0.6 pp -0.2 pp +0.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 8.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp -0.2 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 7.6 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 7.2 2.1% 5 +0.3 pp +0.8 pp +1.2 pp +2.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.5 0.6% 4 -0.0 pp -0.0 pp -0.0 pp +0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 5.8 0.7% 5 -0.1 pp -0.4 pp -1.6 pp -0.3 pp
Beckerman Institutional, LLC CIK 0002043468 0.343 124 5.7 2.7% 5 -0.2 pp -0.1 pp -0.0 pp +0.2 pp
KPP Advisory Services LLC CIK 0001989349 0.344 361 5.6 0.7% 4 +0.1 pp +0.4 pp +0.4 pp +0.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 5.1 1.0% 5 +0.3 pp +0.4 pp +0.9 pp +0.9 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 5.0 0.5% 4 -0.1 pp -0.0 pp +0.1 pp +0.5 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.6 1.7% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHANNEL WEALTH LLC CIK 0001975550 0.260 188 4.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.2 0.1% 5 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
ProCore Advisors, LLC CIK 0002085963 0.257 84 4.1 5.1% 2 -0.7 pp +5.1 pp +5.1 pp +5.1 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 4.0 1.9% 5 -0.4 pp +0.4 pp -0.2 pp -0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 4.0 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 3.0 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tandem Financial, LLC CIK 0002049157 0.466 99 2.9 0.9% 1 +0.9 pp +0.9 pp +0.1 pp -1.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 2.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 2.3 0.3% 5 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frontier Asset Management, LLC CIK 0001910146 0.623 90 2.3 0.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 2.1 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Portfolios, Inc. CIK 0001634212 0.715 201 1.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Square, LLC CIK 0001798736 0.168 241 1.8 0.8% 5 -1.0 pp -1.3 pp -1.9 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 1.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Madison Wealth Partners, Inc CIK 0001844424 0.603 292 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 1.2 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Apollon Financial, LLC CIK 0002011195 0.470 293 1.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 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 1.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 1.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DeLarme Wealth Management, Inc. CIK 0002070361 0.561 68 0.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.7 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vienna Asset Management LLC CIK 0001913545 0.160 69 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.4 0.0% 1 +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% 5 -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% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Peak Asset Management, LLC CIK 0001632512 0.415 181 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cooper Financial Group CIK 0001751581 0.393 448 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 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% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 0.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 5 -0.0 pp -0.0 pp -0.4 pp -0.7 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +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% 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% 4 -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 +0.0 pp -1.8 pp
Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 -0.2 pp -0.3 pp -0.2 pp -0.2 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 -0.4 pp -0.3 pp -0.4 pp -0.3 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 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
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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
Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -0.5 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
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
Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -0.7 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.0 0.0% 0 -0.1 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
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
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 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 +0.0 pp -0.2 pp -0.2 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
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -0.1 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 +0.0 pp -0.1 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 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
ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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
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
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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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