Signals

← Signals

☆FMB

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

Flow ranking

Rank#1107
Score / z0.069 / 0.04
Consensus101.68 over 197 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆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 169.2 0.0% 6 +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 123.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 118.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 103.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 96.5 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 62.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 42.7 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 37.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 21.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 16.9 1.3% 4 +0.0 pp -0.3 pp -0.3 pp +1.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.4 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 16.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 13.6 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 12.9 0.2% 4 -0.7 pp -0.6 pp -0.4 pp +0.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 12.2 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 11.2 2.3% 4 -1.1 pp -1.1 pp -0.3 pp +2.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 9.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 9.4 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 7.7 1.5% 4 -0.1 pp -0.0 pp -0.1 pp +1.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 7.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 7.4 0.6% 4 +0.1 pp +0.1 pp -0.0 pp +0.6 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 7.0 1.8% 4 +0.2 pp +0.1 pp +0.0 pp +1.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 6.9 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 6.5 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 6.4 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 5.8 2.1% 4 +0.7 pp +0.6 pp +0.4 pp +2.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 5.1 0.9% 4 -0.0 pp -0.2 pp -0.3 pp +0.9 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 4.5 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 4.4 1.4% 4 +0.0 pp -0.1 pp -0.2 pp +1.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 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 4.4 1.4% 4 +0.1 pp +0.0 pp -0.1 pp +1.4 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 4.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 4.3 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 4.2 0.8% 6 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 4.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 4.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 3.9 1.1% 4 -0.0 pp -0.0 pp +0.0 pp +1.1 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 3.9 1.0% 4 +0.1 pp +0.0 pp -0.0 pp +1.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 3.8 0.8% 1 +0.8 pp +0.2 pp +0.8 pp +0.8 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 3.7 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 3.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.4 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 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 3.4 0.9% 4 -0.2 pp -0.2 pp -0.1 pp +0.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 3.3 0.9% 4 +0.0 pp +0.2 pp +0.6 pp +0.9 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 3.2 0.5% 4 -0.0 pp -0.4 pp -0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hedeker Wealth, LLC CIK 0001633910 0.371 92 3.2 0.7% 4 +0.4 pp +0.3 pp +0.3 pp +0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 3.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 2.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 2.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 2.6 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 2.6 0.5% 4 -0.0 pp -0.0 pp -0.3 pp +0.5 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 2.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ARWA LLC CIK 0002113621 0.167 139 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 2.2 0.2% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 2.1 1.1% 4 +0.1 pp -0.1 pp -0.3 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.780 51 1.9 0.7% 4 -0.0 pp -0.1 pp -0.3 pp +0.7 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
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.7 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEGACY SOLUTIONS, LLC CIK 0002053314 0.410 88 1.6 1.5% 4 +0.2 pp +0.2 pp +0.3 pp +1.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 1.6 0.5% 4 -0.0 pp +0.2 pp +0.1 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.6 0.1% 6 +0.0 pp -0.0 pp -0.4 pp -0.8 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 1.5 0.4% 4 +0.3 pp +0.0 pp -0.0 pp +0.4 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 1.5 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.5 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 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 1.4 1.2% 4 +0.3 pp +1.0 pp +1.0 pp +1.2 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 1.3 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 1.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GSG Advisors LLC CIK 0001995773 0.640 148 1.3 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 1.3 0.8% 4 -0.1 pp -0.2 pp -0.3 pp +0.8 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 1.1 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 1.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 1.0 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.9 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 0.9 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆TL Private Wealth CIK 0001802868 0.876 54 0.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
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☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 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
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 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 -0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 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
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 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
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.1 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
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 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
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
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 FMB). Qtrs Held counts distinct quarters this fund has actually held FMB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FMB position size. Δ columns are the percentage-point change in FMB'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