Signals

← Signals

☆FNCL

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

Flow ranking

Rank#16105
Score / z0.000 / -0.02
Consensus94.69 over 172 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 187.4 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 139.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 60.9 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 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 26.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 24.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 24.0 7.3% 2 -1.3 pp +7.3 pp +7.3 pp +7.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 15.3 2.2% 4 -0.1 pp -0.1 pp -0.1 pp +2.2 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 11.4 3.4% 4 +0.2 pp +0.0 pp -0.7 pp +3.4 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 10.9 0.5% 4 +0.0 pp -0.0 pp -0.3 pp +0.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 10.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fischer Financial Services, Inc. CIK 0002064001 0.345 65 9.8 3.3% 5 +0.4 pp +0.3 pp +0.1 pp -0.1 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 8.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 8.7 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 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 6.6 3.0% 4 +0.1 pp +0.5 pp +0.6 pp +3.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 6.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.8 0.0% 4 -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 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 4.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 3.7 1.4% 4 -0.3 pp -0.4 pp -0.4 pp +1.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Buska Wealth Management, LLC CIK 0001910503 0.535 81 2.9 1.1% 5 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 2.8 0.1% 5 -0.3 pp +0.0 pp -0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 2.6 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.4 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 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 2.1 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 2.0 0.3% 4 -0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 2.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.8 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 1.7 1.6% 4 -0.1 pp -0.4 pp -0.5 pp +1.6 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.6 0.7% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.1 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 1.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 1.0 0.5% 4 -0.0 pp -0.3 pp -0.3 pp +0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.9 0.6% 5 -0.5 pp -0.5 pp -0.6 pp -0.7 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.9 0.6% 5 -0.2 pp -0.2 pp -0.1 pp +0.1 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆BLUE JEAN FINANCIAL LLC CIK 0002047089 0.000 70 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.7 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 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Athena Wealth Management, LLC CIK 0002128243 0.201 104 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.6 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.4 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 0.3 0.4% 4 +0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valley Brook Capital Group, Inc. CIK 0001851418 0.225 120 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monte Financial Group, LLC CIK 0001755651 0.166 102 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruggiero Investments, Inc. CIK 0002110677 0.211 86 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CHOREO, LLC CIK 0001679031 0.797 1690 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
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 -0.0 pp -1.8 pp -1.8 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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 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 FNCL). Qtrs Held counts distinct quarters this fund has actually held FNCL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FNCL position size. Δ columns are the percentage-point change in FNCL'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