Signals

← Signals

☆FNDC

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

Flow ranking

Rank#16106
Score / z0.000 / -0.02
Consensus114.23 over 197 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 ▾
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1,299.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 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 27.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 27.8 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 25.8 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 23.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 23.0 3.3% 4 +0.3 pp +0.2 pp +0.1 pp +3.3 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 14.0 4.0% 4 +0.1 pp +0.1 pp -0.1 pp +4.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 13.4 1.7% 4 +0.0 pp -0.0 pp -0.0 pp +1.7 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 13.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 11.4 2.6% 4 +0.2 pp +0.3 pp +0.2 pp +2.6 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 10.6 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 10.5 1.8% 4 +0.1 pp +0.1 pp +0.2 pp +1.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.5 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 8.4 1.8% 4 +0.1 pp +0.0 pp +0.1 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 8.1 1.1% 4 +0.1 pp +0.3 pp +0.2 pp +1.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 7.6 1.2% 4 -0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 6.6 2.6% 4 -1.4 pp -1.4 pp -1.3 pp +2.6 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 6.3 3.6% 2 -1.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 5.6 1.0% 4 -0.4 pp -0.3 pp -0.3 pp +1.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 5.0 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 4.9 3.7% 4 +1.0 pp +0.8 pp +0.7 pp +3.7 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 4.6 1.8% 4 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 4.6 2.0% 4 +0.2 pp -0.2 pp -0.2 pp +2.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 4.1 0.1% 3 +0.1 pp +0.1 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 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.440 69 3.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 3.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 2.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Bravera Wealth CIK 0002126773 0.454 352 2.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 2.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 2.5 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 2.4 1.0% 4 -0.3 pp -0.3 pp -0.4 pp +1.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.3 0.5% 4 +0.1 pp +0.2 pp +0.3 pp +0.5 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 2.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 1.9 2.9% 4 -0.0 pp -0.2 pp -0.5 pp +2.9 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.9 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 1.8 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.7 0.0% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 1.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 1.5 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 1.4 1.0% 4 +0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 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 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 1.3 0.9% 4 -0.0 pp -0.8 pp -0.7 pp +0.9 pp
☆Heirloom Wealth Management CIK 0001882903 0.449 61 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 1.3 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.3 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 1.2 0.7% 4 -0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 1.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballast Financial Advisors LLC CIK 0002109821 0.477 71 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 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
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Value Partners, LLC CIK 0001313998 0.460 70 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.7 0.1% 2 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aspiring Ventures, LLC CIK 0001738640 0.789 83 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 0.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.656 66 0.6 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.5 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.5 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 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.4 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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.4 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Porter White Investment Advisors, Inc. CIK 0001612457 0.802 40 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Members Trust Co CIK 0001677560 0.939 170 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 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
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madrid Wealth Management, LLC CIK 0002106678 0.482 70 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 0.3 0.2% 4 -0.2 pp -0.2 pp -0.2 pp +0.2 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DOPKINS WEALTH MANAGEMENT, LLC CIK 0001904152 0.607 90 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆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
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 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
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -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% 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
☆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
☆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
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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
☆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
☆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
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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
☆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
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 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 -0.3 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
☆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
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 FNDC). Qtrs Held counts distinct quarters this fund has actually held FNDC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FNDC position size. Δ columns are the percentage-point change in FNDC'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