Signals

← Signals

☆FNDC

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

Flow ranking

Rank#16152
Score / z0.000 / -0.01
Consensus111.09 over 189 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 1,267.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 26.5 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 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 26.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 25.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 22.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 22.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 21.2 3.0% 3 -0.1 pp -0.2 pp +3.0 pp +3.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 12.9 4.0% 3 +0.0 pp -0.2 pp +4.0 pp +4.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 12.8 1.7% 3 -0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 10.5 2.4% 3 +0.1 pp +0.1 pp +2.4 pp +2.4 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 9.9 1.7% 3 -0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 9.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 9.5 4.0% 3 +0.0 pp +0.1 pp +4.0 pp +4.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 8.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 8.1 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 7.6 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 7.2 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 7.1 1.8% 3 +1.7 pp +1.7 pp +1.8 pp +1.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 6.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 6.8 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆RF&L WEALTH MANAGEMENT, LLC CIK 0001965915 0.593 50 4.8 2.7% 3 -0.2 pp -0.3 pp +2.7 pp +2.7 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 4.8 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 4.5 1.9% 3 -0.4 pp -0.4 pp +1.9 pp +1.9 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 4.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 3.5 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.793 913 2.9 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 2.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Sterling Financial Planning, Inc. CIK 0001844278 0.530 123 2.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.5 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 2.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.4 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 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 2.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 2.1 2.9% 3 -0.1 pp -0.5 pp +2.9 pp +2.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.0 0.0% 3 +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% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.7 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 1.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 1.6 0.9% 3 -0.2 pp -0.1 pp +0.9 pp +0.9 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 1.4 0.8% 3 +0.2 pp +0.3 pp +0.8 pp +0.8 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 1.4 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 1.3 0.9% 3 -0.7 pp -0.7 pp +0.9 pp +0.9 pp
☆Traub Capital Management LLC CIK 0002079207 0.178 132 1.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆True North Advisors, LLC CIK 0001634556 0.493 291 1.0 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Tumwater Wealth Management, LLC CIK 0002034579 0.891 33 0.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.8 0.0% 3 -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% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.507 808 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 0.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 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% 3 +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% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 0.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aspiring Ventures, LLC CIK 0001738640 0.789 83 0.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden Bell Financial Planning LLC CIK 0002044309 0.693 41 0.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆MB Generational Wealth, LLC CIK 0002009056 0.655 66 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.4 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 0.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.4 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.4 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lauterbach Financial Advisors, LLC CIK 0001909828 0.698 87 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.3 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.3 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brucke Financial, Inc. CIK 0002058446 0.331 175 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 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 -0.3 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 (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