Signals

← Signals

☆FNDE

370 in-universe funds with a nonzero position in FNDE within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#2239
Score / z0.003 / -0.01
Consensus144.36 over 266 funds
Momentumnot computed

Price & positioning

224 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 3,974.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 550.6 0.0% 1 +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 82.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 73.8 0.0% 1 +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 73.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 58.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 57.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 43.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 43.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 39.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 38.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 21.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 19.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 19.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 19.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 18.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 18.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 17.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 15.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 14.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 13.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 13.1 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 12.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 12.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 11.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 11.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 10.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 10.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 10.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 10.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COWA, LLC CIK 0001844480 0.512 181 9.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 9.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 9.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 8.4 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 8.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 7.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 7.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 7.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 7.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 6.9 0.5% 1 +0.5 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 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 6.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 6.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 5.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 5.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 5.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 4.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 4.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 3.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 2.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 2.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 2.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 2.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 2.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.7 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 1.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.4 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 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 1.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.1 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Magnolia Private Wealth, LLC CIK 0002055130 0.108 153 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Westmount Partners, LLC CIK 0002051491 0.356 260 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lee Financial Co CIK 0001391166 0.828 162 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 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% 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% 3 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +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% 1 +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% 1 +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% 1 +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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +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% 1 +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% 1 +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% 1 +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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 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
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 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 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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