Signals

← Signals

☆FNDA

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

Flow ranking

Rank#308
Score / z0.780 / 0.69
Consensus188.50 over 323 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 5,812.8 0.9% 4 +0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 121.4 1.1% 4 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 93.6 5.3% 5 -0.7 pp -2.1 pp -2.9 pp -3.5 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 68.4 2.8% 4 +0.1 pp +0.1 pp +0.0 pp +2.8 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 66.6 19.3% 4 -0.2 pp +0.3 pp +0.6 pp +19.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 47.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 46.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 41.1 8.1% 4 +0.1 pp +0.1 pp -0.0 pp +8.1 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 37.5 8.0% 4 +0.3 pp +0.3 pp +0.5 pp +8.0 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 36.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 35.6 10.5% 4 +0.1 pp +0.1 pp -0.1 pp +10.5 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 30.5 4.4% 4 +0.0 pp -0.3 pp -0.8 pp +4.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 30.3 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 29.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 28.5 3.7% 4 +0.0 pp -0.1 pp +0.0 pp +3.7 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 26.5 0.6% 4 -0.0 pp -0.3 pp -0.3 pp +0.6 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 25.0 1.3% 4 -0.3 pp -0.3 pp -0.3 pp +1.3 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 21.0 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 20.1 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 19.2 10.8% 4 +0.4 pp +0.3 pp -1.0 pp +10.8 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 18.7 1.8% 3 +0.4 pp +0.4 pp +1.8 pp +1.8 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 18.5 4.3% 4 +0.1 pp +0.9 pp +1.3 pp +4.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 17.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 15.3 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 15.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 14.5 2.3% 4 -0.9 pp -1.0 pp -1.0 pp +2.3 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 14.4 1.6% 4 -0.2 pp -0.2 pp -0.3 pp +1.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 14.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 14.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 13.8 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 12.1 2.7% 4 +0.2 pp +0.3 pp +0.3 pp +2.7 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 10.7 2.4% 4 +0.0 pp +0.2 pp +0.2 pp +2.4 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 10.2 4.7% 4 +0.1 pp +0.3 pp +0.3 pp +4.7 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.9 1.7% 4 +0.0 pp +0.0 pp +0.2 pp +1.7 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 9.7 1.2% 4 +0.4 pp +0.2 pp +0.2 pp +1.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 9.2 1.3% 4 -0.0 pp -0.0 pp -0.0 pp +1.3 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 9.2 0.5% 4 -0.0 pp -0.2 pp -0.9 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.2 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 8.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 7.3 2.9% 4 -3.5 pp -3.4 pp -2.8 pp +2.9 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 7.2 0.4% 4 -0.0 pp +0.0 pp -0.1 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 6.9 1.0% 4 -0.1 pp -0.1 pp -0.4 pp +1.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 6.8 2.1% 4 -0.0 pp -0.0 pp -0.0 pp +2.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 6.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 6.2 1.9% 4 +0.1 pp +0.0 pp +0.2 pp +1.9 pp
☆Marble Wealth, LLC CIK 0002110081 0.515 234 6.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 5.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 5.7 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.5 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Winter & Associates, Inc. CIK 0002109063 0.134 85 5.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 5.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.6 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 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 4.6 2.5% 4 -0.4 pp +0.5 pp +0.8 pp +2.5 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 4.5 1.0% 4 +0.0 pp -0.0 pp +0.0 pp +1.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 4.5 2.2% 4 +1.0 pp +1.0 pp +1.0 pp +2.2 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 4.3 2.9% 4 -0.1 pp -0.1 pp -0.4 pp +2.9 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 4.3 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.2 0.2% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 4.1 1.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 4.0 1.0% 4 -0.0 pp -0.2 pp -0.1 pp +1.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 3.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 3.9 2.9% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.7 0.7% 4 +0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 3.4 3.4% 3 +0.3 pp +0.3 pp +3.4 pp +3.4 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 3.3 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 3.0 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 2.9 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.8 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 2.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 2.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 2.5 1.1% 4 +0.0 pp +0.0 pp -0.0 pp +1.1 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 2.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 2.3 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 2.3 1.3% 4 -0.0 pp -0.3 pp -0.2 pp +1.3 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 2.3 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 2.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆SIGNAL TREE FINANCIAL PARTNERS LLC CIK 0002069337 0.660 53 2.2 1.7% 5 +0.0 pp -0.0 pp -1.9 pp -2.9 pp
☆10Elms LLP CIK 0002056650 0.266 526 2.2 1.4% 4 +0.9 pp +0.9 pp +0.9 pp +1.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 2.0 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 2.0 2.9% 4 -0.6 pp -0.8 pp -1.1 pp +2.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 2.0 1.3% 4 +0.2 pp +0.3 pp +0.4 pp +1.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.7 0.5% 4 -0.1 pp -0.9 pp -1.4 pp +0.5 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.6 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 1.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.6 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 1.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 1.5 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 1.5 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 1.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.4 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 1.3 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 1.3 0.7% 4 +0.2 pp +0.2 pp +0.2 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.2 0.0% 3 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 1.1 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.1 0.0% 5 -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% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 4 +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 1.0 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 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
☆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
☆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
☆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
☆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
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆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
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.2 pp +0.0 pp -0.2 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 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 +0.0 pp -0.8 pp +0.0 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 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 -0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -1.9 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 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
☆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
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 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
☆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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 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
☆Quent Capital, LLC CIK 0001912338 0.680 1649 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 +0.0 pp -0.2 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 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
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 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
☆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
☆Pflug Koory, LLC CIK 0001740063 0.264 426 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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
☆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
☆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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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
☆Paragon Capital Management LLC CIK 0001388437 0.504 60 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 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
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp +0.0 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
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 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
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 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
☆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
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -3.4 pp -3.5 pp -3.1 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp -0.0 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
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 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
☆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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 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 -2.9 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 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
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 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
☆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
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 (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