Signals

← Signals

☆FNDA

468 in-universe funds with a nonzero position in FNDA within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#496
Score / z0.306 / 0.46
Consensus171.46 over 304 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 5,615.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 86.7 7.4% 3 -0.8 pp -1.4 pp +7.4 pp +7.4 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 61.2 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 59.8 3.5% 2 +0.4 pp +3.5 pp +3.5 pp +3.5 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 57.1 18.9% 2 +0.2 pp +18.9 pp +18.9 pp +18.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 42.1 0.0% 2 -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 40.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 38.5 8.0% 2 -0.1 pp +8.0 pp +8.0 pp +8.0 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 34.9 7.7% 2 +0.2 pp +7.7 pp +7.7 pp +7.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 32.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 32.2 4.7% 2 -0.5 pp +4.7 pp +4.7 pp +4.7 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 30.4 10.4% 2 -0.3 pp +10.4 pp +10.4 pp +10.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 28.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 28.1 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆First Pacific Financial CIK 0001810089 0.717 510 27.2 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 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 26.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 23.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 19.9 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 19.5 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 18.1 10.5% 2 -1.3 pp +10.5 pp +10.5 pp +10.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 17.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 15.1 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 15.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 14.2 6.3% 2 +0.5 pp +6.3 pp +6.3 pp +6.3 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 14.1 3.4% 2 +0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 13.3 0.7% 2 -0.6 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 12.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 12.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 12.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 10.3 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 9.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 9.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.4 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 9.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 9.0 4.3% 2 -0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HORAN Wealth, LLC CIK 0002072569 0.371 217 8.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 8.3 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 7.5 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 7.0 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 6.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 6.3 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 6.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 5.8 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 5.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 4.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 4.4 1.4% 2 -0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 4.4 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 4.4 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 4.0 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 4.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 4.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 3.5 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 3.4 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 3.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 3.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 2.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 2.5 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 2.4 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 2.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Founders Capital Management CIK 0001704300 0.418 420 2.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 2.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 2.1 1.7% 3 -1.9 pp -2.9 pp +1.7 pp +1.7 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 2.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 1.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 1.6 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 1.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 1.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 1.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 1.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.9 0.0% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.9 0.0% 2 -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 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.8 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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