Signals

← Signals

☆FNDA

503 in-universe funds with a nonzero position in FNDA within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#298
Score / z0.661 / 0.93
Consensus174.34 over 302 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)
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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 5,654.0 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 89.0 6.0% 4 -1.4 pp -2.2 pp -2.8 pp +6.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 64.5 2.8% 3 +0.1 pp -0.0 pp +2.8 pp +2.8 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 62.7 19.5% 3 +0.6 pp +0.8 pp +19.5 pp +19.5 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 59.5 3.4% 3 -0.1 pp +0.3 pp +3.4 pp +3.4 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 49.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 45.0 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 40.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 38.4 8.0% 3 +0.0 pp -0.1 pp +8.0 pp +8.0 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 36.0 7.7% 3 +0.1 pp +0.3 pp +7.7 pp +7.7 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 31.5 10.4% 3 -0.0 pp -0.3 pp +10.4 pp +10.4 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 31.1 4.3% 3 -0.4 pp -0.9 pp +4.3 pp +4.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 30.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 29.0 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 28.4 0.6% 3 -0.3 pp -0.3 pp +0.6 pp +0.6 pp
☆First Pacific Financial CIK 0001810089 0.717 510 28.1 3.7% 3 -0.1 pp +0.0 pp +3.7 pp +3.7 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 28.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 23.2 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 20.2 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 20.0 3.2% 3 -0.1 pp -0.1 pp +3.2 pp +3.2 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 18.5 10.5% 3 -0.1 pp -1.4 pp +10.5 pp +10.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 16.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 15.8 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 15.2 6.4% 3 +0.1 pp +0.7 pp +6.4 pp +6.4 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 15.1 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 14.8 4.2% 3 +0.8 pp +1.2 pp +4.2 pp +4.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 14.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 12.7 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 12.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 11.2 2.6% 3 +0.1 pp +0.2 pp +2.6 pp +2.6 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 10.4 2.4% 3 +0.1 pp +0.2 pp +2.4 pp +2.4 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.8 1.7% 3 +0.0 pp +0.2 pp +1.7 pp +1.7 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 9.5 4.5% 3 +0.2 pp +0.2 pp +4.5 pp +4.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 9.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 9.4 0.5% 3 -0.2 pp -0.9 pp +0.5 pp +0.5 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 9.3 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 9.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 7.3 1.0% 3 -0.0 pp -0.4 pp +1.0 pp +1.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 7.3 0.4% 3 +0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 6.8 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 6.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 6.4 2.1% 3 -0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 6.3 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 6.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 5.9 1.8% 3 -0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.3 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 5.3 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 5.2 2.9% 3 +0.9 pp +1.2 pp +2.9 pp +2.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 4.4 1.0% 3 -0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 4.3 2.9% 3 -0.1 pp -0.3 pp +2.9 pp +2.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 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 4.1 1.2% 4 -0.0 pp -0.1 pp -0.0 pp +1.2 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 4.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 4.0 1.0% 3 -0.2 pp -0.1 pp +1.0 pp +1.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 3.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 3.7 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 3.7 2.7% 4 +0.1 pp +0.2 pp +0.2 pp +2.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 3.3 3.1% 2 +0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 3.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.0 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.7 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.6 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 2.5 3.5% 3 -0.2 pp -0.5 pp +3.5 pp +3.5 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 2.4 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 2.3 1.4% 3 -0.2 pp -0.2 pp +1.4 pp +1.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 2.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Founders Capital Management CIK 0001704300 0.418 420 2.3 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 2.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 2.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 2.1 1.6% 4 -0.0 pp -1.9 pp -2.9 pp +1.6 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 2.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 2.0 0.6% 3 -0.8 pp -1.3 pp +0.6 pp +0.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.8 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 1.8 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 1.7 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 1.6 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 1.6 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 1.4 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 1.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.3 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 1.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Austin Wealth Management, LLC CIK 0002003112 0.631 126 1.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.1 0.0% 3 -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% 3 -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% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 1.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.9 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.9 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -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% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 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 -2.9 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 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
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 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
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 -0.0 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
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 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
☆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
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 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 -0.2 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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