Signals

← Signals

☆FNDA

405 in-universe funds with a nonzero position in FNDA within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#464
Score / z0.401 / 0.50
Consensus148.30 over 266 funds
Momentumno 12m return

Price & positioning

226 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)
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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 ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5,179.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 77.1 8.2% 2 -0.5 pp +8.2 pp +8.2 pp +8.2 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 58.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 53.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 50.3 18.7% 1 +18.7 pp +18.7 pp +18.7 pp +18.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 41.5 0.0% 1 +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 37.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 36.8 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 33.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 33.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 31.7 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 29.4 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 25.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 25.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 24.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 24.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 22.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 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 22.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 22.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 19.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 17.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 17.6 11.8% 1 +11.8 pp +11.8 pp +11.8 pp +11.8 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 13.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 13.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 12.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 11.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 10.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 10.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 9.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 8.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 8.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 8.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 8.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 7.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 7.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 7.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 6.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 5.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 5.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 4.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 4.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.3 0.0% 1 +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 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 4.1 3.5% 2 -1.0 pp +3.5 pp +3.5 pp +3.5 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 4.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 4.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 3.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 3.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 3.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 2.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 2.8 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 2.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Founders Capital Management CIK 0001704300 0.418 420 2.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 1.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 1.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 0.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATE WEALTH ADVISORY, INC CIK 0002011651 0.524 127 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 1 +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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.695 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligent Financial Strategies CIK 0001911000 0.787 60 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 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 FNDA). Qtrs Held counts distinct quarters this fund has actually held FNDA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FNDA position size. Δ columns are the percentage-point change in FNDA's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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