Signals

← Signals

☆FNDE

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

Flow ranking

Rank#18088
Score / z0.000 / -0.00
Consensus159.40 over 277 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 4,406.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 628.5 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 101.2 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 85.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 73.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 64.1 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 46.2 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 44.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 35.2 3.2% 2 -1.7 pp +3.2 pp +3.2 pp +3.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 25.0 3.9% 2 +0.7 pp +3.9 pp +3.9 pp +3.9 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 23.6 0.9% 2 -0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 22.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 22.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 21.9 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 20.8 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 17.8 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 16.2 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 15.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 15.8 3.8% 2 +0.6 pp +3.8 pp +3.8 pp +3.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 15.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 15.6 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 15.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 14.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 13.3 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 13.0 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 11.7 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 11.5 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆McAdam, LLC CIK 0001695490 0.802 516 11.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 11.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆COWA, LLC CIK 0001844480 0.512 181 11.1 3.7% 2 +0.2 pp +3.7 pp +3.7 pp +3.7 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 11.0 0.3% 1 +0.3 pp +0.3 pp -0.0 pp +0.3 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 10.3 3.6% 2 +0.2 pp +3.6 pp +3.6 pp +3.6 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 10.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Tandem Financial, LLC CIK 0002049157 0.466 99 10.2 3.8% 2 -4.1 pp +3.8 pp +3.8 pp +3.8 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 10.0 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 8.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 8.0 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 8.0 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 7.8 1.5% 2 -0.7 pp +1.5 pp +1.5 pp +1.5 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 7.7 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 7.7 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 7.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 6.3 3.7% 2 -0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 5.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 5.6 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 5.4 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 5.4 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 4.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.8 0.0% 2 +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 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 4.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 4.5 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 3.9 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 3.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 3.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 3.5 1.2% 1 +1.2 pp -0.2 pp +1.2 pp +1.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 3.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 3.0 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 2.6 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 2.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Embree Financial Group CIK 0002020860 0.466 283 2.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.5 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.3 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 2.3 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 2.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 2.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.9 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 1.9 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 1.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 1.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 1.7 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 1.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 1.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.5 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 1.4 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 1.2 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 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 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
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 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 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creekside Partners CIK 0002035951 0.343 193 1.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Lee Financial Co CIK 0001391166 0.828 162 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.9 0.1% 2 -0.0 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
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☆BCS Wealth Management CIK 0001798172 0.420 270 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Firestone Capital Management CIK 0001799964 0.601 168 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Clarity Capital Advisors, LLC CIK 0002011219 0.512 95 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
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☆Balentine LLC CIK 0001586678 0.932 243 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abel Hall, LLC CIK 0002013339 0.148 955 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOGY JOEL R INVESTMENT COUNSEL INC CIK 0001126735 0.845 121 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peachtree Investment Partners, LLC CIK 0001743863 0.408 143 0.0 0.0% 2 -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% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 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
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -5.6 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 -0.4 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
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.3 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
☆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
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 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
☆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
☆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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.2 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
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 FNDE). Qtrs Held counts distinct quarters this fund has actually held FNDE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FNDE position size. Δ columns are the percentage-point change in FNDE'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