Signals

← Signals

☆FNDE

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

Flow ranking

Rank#16107
Score / z0.000 / -0.02
Consensus182.24 over 331 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 4,745.0 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 591.6 0.0% 4 +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 144.5 0.0% 6 -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 107.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 85.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 71.1 2.7% 4 +0.1 pp +0.1 pp +0.2 pp +2.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 54.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 47.5 2.5% 4 +0.0 pp -0.0 pp -0.0 pp +2.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 44.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 37.2 2.8% 4 -0.3 pp -0.4 pp -2.1 pp +2.8 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 27.7 1.7% 4 +0.2 pp +0.8 pp +0.1 pp +1.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 27.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 27.2 4.6% 4 +0.3 pp +0.7 pp +1.5 pp +4.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 24.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 22.8 3.3% 4 +0.1 pp +0.0 pp +0.0 pp +3.3 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 22.7 0.5% 4 +0.1 pp -0.2 pp -0.2 pp +0.5 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 21.9 2.7% 4 +0.3 pp +0.7 pp +0.8 pp +2.7 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 21.6 5.0% 4 +0.3 pp +1.2 pp +1.8 pp +5.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 21.3 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 20.8 0.6% 4 +0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 20.7 3.4% 4 +0.1 pp +0.2 pp +0.4 pp +3.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 20.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 19.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 19.5 2.1% 4 +0.5 pp +0.8 pp +0.9 pp +2.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 17.4 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 17.0 2.3% 4 +0.1 pp +2.3 pp +0.1 pp +2.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 16.8 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 16.6 1.9% 4 +0.1 pp +0.0 pp -0.1 pp +1.9 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 15.7 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 14.5 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 14.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 14.1 2.8% 4 +0.1 pp +0.0 pp +0.0 pp +2.8 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 13.5 3.9% 4 +0.1 pp +0.1 pp +0.1 pp +3.9 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 13.4 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 13.3 1.5% 4 +0.2 pp +0.2 pp +0.3 pp +1.5 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 13.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 12.8 6.5% 3 +2.5 pp +2.4 pp +6.5 pp +6.5 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 12.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆COWA, LLC CIK 0001844480 0.512 181 12.4 3.3% 4 -0.1 pp -0.4 pp -0.1 pp +3.3 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 11.8 4.2% 2 +0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 11.5 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 10.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 9.8 0.5% 4 +0.0 pp -0.0 pp +0.1 pp +0.5 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 8.5 2.6% 4 +0.0 pp -0.1 pp -0.0 pp +2.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 8.1 1.3% 4 +0.0 pp +0.0 pp +0.0 pp +1.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 7.1 3.4% 4 -0.9 pp -0.8 pp -0.9 pp +3.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 7.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 7.0 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 6.9 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 6.8 4.6% 4 +4.4 pp +4.4 pp +4.4 pp +4.6 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 6.7 3.8% 4 +0.2 pp +0.1 pp -0.3 pp +3.8 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 6.6 2.3% 4 +0.2 pp +0.4 pp +0.4 pp +2.3 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 6.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 6.2 1.1% 4 +0.1 pp +0.1 pp +0.0 pp +1.1 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 6.1 1.1% 4 +0.1 pp +0.1 pp +0.2 pp +1.1 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 6.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 5.9 3.1% 4 -0.0 pp +0.2 pp +0.2 pp +3.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 5.2 1.7% 4 +0.2 pp +0.4 pp +0.6 pp +1.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 5.2 2.0% 4 +1.8 pp +1.8 pp +1.8 pp +2.0 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 5.1 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 5.0 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 4.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Developers, LLC CIK 0002105385 0.523 52 4.9 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 4.0 0.9% 4 -0.0 pp -0.1 pp -0.0 pp +0.9 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 4.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 3.9 1.5% 3 +0.3 pp +0.3 pp +1.5 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 3.7 1.0% 4 +0.2 pp +0.2 pp +0.5 pp +1.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.6 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 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 3.4 1.9% 4 -0.3 pp +0.1 pp +0.3 pp +1.9 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 3.4 1.5% 4 +0.4 pp +0.1 pp +0.2 pp +1.5 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 3.2 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 3.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.9 0.0% 4 +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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 2.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 2.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.7 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 2.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 2.4 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 2.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.3 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.2 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 2.2 1.3% 4 +0.0 pp -0.2 pp -0.1 pp +1.3 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 2.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 2.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 2.0 0.8% 4 +0.0 pp -0.2 pp -0.6 pp +0.8 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 2.0 0.8% 4 +0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 1.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Index Technologies Group LLC CIK 0002095322 0.040 275 1.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 1.9 0.6% 6 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 1.9 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 1.9 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 1.7 0.7% 4 -0.1 pp -0.1 pp +0.0 pp +0.7 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 1.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 1.6 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 1.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Embree Financial Group CIK 0002020860 0.466 283 1.5 0.2% 4 -0.4 pp -0.2 pp +0.1 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.5 0.8% 4 -0.2 pp -0.2 pp +0.0 pp +0.8 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.295 32 1.4 2.0% 4 +0.0 pp -0.0 pp -0.2 pp +2.0 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.4 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Waterford Advisors, LLC CIK 0001960657 0.806 64 0.0 0.0% 0 +0.0 pp -3.6 pp -3.4 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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 -5.6 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
☆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
☆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
☆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
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 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
☆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
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆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
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 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
☆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
☆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
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 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 +0.0 pp +0.0 pp -1.6 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
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 +0.0 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 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
☆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
☆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
☆Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.0 0.0% 0 -0.1 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
☆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
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp -1.5 pp -2.2 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
☆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
☆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
☆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
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 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 +0.0 pp +0.0 pp -0.3 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
☆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
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 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
☆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
☆Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 +0.0 pp -3.8 pp -7.9 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
☆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
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 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
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆CapitalatWork S.A. CIK 0002135126 0.670 93 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 -0.3 pp -0.3 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 +0.0 pp +0.0 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
☆MOTCO CIK 0001306333 0.349 840 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 -0.0 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
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 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
☆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
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 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
☆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
☆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
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 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
☆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
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 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
☆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
☆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
☆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
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 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
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 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 (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