Signals

FMAY

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

Flow ranking

Rank#22641
Score / z-0.097 / -0.11
Consensus37.27 over 65 funds
Momentumno 12m return

Price & positioning

227 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)
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
FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 25.4 12.4% 4 +0.0 pp +0.3 pp -0.1 pp +12.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 14.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 12.7 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 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 8.8 1.9% 1 +1.9 pp -0.1 pp -0.3 pp +1.9 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 8.8 1.7% 4 -0.1 pp -0.3 pp -0.1 pp +1.7 pp
CWM, LLC CIK 0001535847 0.788 5645 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 5.5 2.0% 4 -0.1 pp -0.2 pp -0.3 pp +2.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 5.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 3.8 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 3.6 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.8 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 2.7 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 2.2 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FWG Investments, LLC. CIK 0001944877 0.127 116 1.7 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 1.6 0.8% 4 -0.1 pp -0.1 pp -0.0 pp +0.8 pp
1776 Wealth LLC CIK 0001803140 0.442 152 1.5 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
Clear Point Advisors Inc. CIK 0002010474 0.000 93 1.5 1.1% 4 -0.1 pp -0.3 pp -0.4 pp +1.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Grantvest Financial Group LLC CIK 0002055216 0.231 189 1.3 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 1.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.7 0.1% 4 -0.2 pp -0.2 pp -0.2 pp +0.1 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
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.6 0.3% 3 +0.0 pp -1.6 pp +0.3 pp +0.3 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.6 0.0% 2 -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 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.5 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 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 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 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.4 0.2% 2 +0.0 pp +0.2 pp -0.0 pp +0.2 pp
TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VVR Holdings LLC CIK 0002070884 0.604 38 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 0.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.4 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 0.3 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 0.3 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.2 0.0% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 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
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Monetary Solutions, Ltd CIK 0002112370 0.453 397 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 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
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 4 +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% 4 -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% 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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
McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
Strategic Blueprint, LLC CIK 0001767821 0.399 689 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
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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 FMAY). Qtrs Held counts distinct quarters this fund has actually held FMAY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FMAY position size. Δ columns are the percentage-point change in FMAY'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