Signals

← Signals

☆FNDE

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

Flow ranking

Rank#16153
Score / z0.000 / -0.01
Consensus178.41 over 319 funds
Momentumnot computed

Price & positioning

227 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 4,433.9 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 597.7 0.0% 3 -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 147.1 0.0% 5 +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 77.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 72.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 66.9 2.7% 3 +0.1 pp +0.2 pp +2.7 pp +2.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 48.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 45.6 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 43.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 41.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 36.0 3.1% 3 -0.1 pp -1.8 pp +3.1 pp +3.1 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 25.3 1.5% 3 +0.6 pp -0.1 pp +1.5 pp +1.5 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 25.2 4.3% 3 +0.4 pp +1.1 pp +4.3 pp +4.3 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 23.1 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 21.9 3.1% 3 -0.1 pp -0.1 pp +3.1 pp +3.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 21.5 0.5% 3 -0.3 pp -0.3 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 19.6 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 19.4 3.3% 3 +0.1 pp +0.4 pp +3.3 pp +3.3 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 19.3 2.4% 3 +0.4 pp +0.5 pp +2.4 pp +2.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 17.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 16.4 4.7% 3 +0.9 pp +1.4 pp +4.7 pp +4.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 15.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 15.6 1.8% 3 -0.0 pp -0.2 pp +1.8 pp +1.8 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 14.5 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 14.1 2.2% 3 +2.2 pp +0.0 pp +2.2 pp +2.2 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 13.5 1.6% 3 +0.3 pp +0.4 pp +1.6 pp +1.6 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 13.5 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 13.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 12.8 2.7% 3 -0.1 pp -0.1 pp +2.7 pp +2.7 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 12.5 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 12.2 3.8% 3 -0.0 pp +0.0 pp +3.8 pp +3.8 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 11.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 11.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆COWA, LLC CIK 0001844480 0.512 181 11.2 3.4% 3 -0.3 pp -0.1 pp +3.4 pp +3.4 pp
☆McAdam, LLC CIK 0001695490 0.802 516 11.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 10.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 10.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 9.8 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 8.8 4.3% 3 +0.1 pp -0.0 pp +4.3 pp +4.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 8.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 7.9 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 7.8 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 7.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 7.7 4.0% 2 -0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 7.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 6.4 3.6% 3 -0.1 pp -0.6 pp +3.6 pp +3.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 6.0 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 5.8 2.1% 3 +0.2 pp +0.2 pp +2.1 pp +2.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Essex LLC CIK 0001889147 0.576 180 5.7 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.337 67 5.7 3.1% 3 +0.2 pp +0.2 pp +3.1 pp +3.1 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 5.5 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 5.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 4.8 0.6% 3 +0.3 pp +0.5 pp +0.6 pp +0.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.8 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 4.8 1.5% 3 +0.2 pp +0.4 pp +1.5 pp +1.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 4.7 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 3.9 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 3.8 2.1% 3 +0.4 pp +0.6 pp +2.1 pp +2.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Trust Point Inc. CIK 0001635633 0.568 463 3.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 3.6 1.2% 2 +0.0 pp +1.2 pp -0.2 pp +1.2 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.2 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% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 3.0 0.9% 3 +0.1 pp +0.4 pp +0.9 pp +0.9 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.9 0.0% 3 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 2.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 2.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 2.5 1.1% 3 -0.2 pp -0.1 pp +1.1 pp +1.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.5 0.5% 4 -0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.5 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 2.3 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 2.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 2.2 1.3% 3 -0.2 pp -0.1 pp +1.3 pp +1.3 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 2.1 0.7% 3 -0.2 pp -0.7 pp +0.7 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 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% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 1.8 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 1.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kaizen Financial Strategies CIK 0001842013 0.281 170 1.8 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 1.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 1.6 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 1.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.6 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.5 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.4 0.9% 3 -0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McGrath & Associates, Inc. CIK 0002054701 0.294 32 1.4 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 1.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 1.2 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.1 0.3% 3 +0.3 pp -0.0 pp +0.3 pp +0.3 pp
☆Creekside Partners CIK 0002035951 0.343 193 1.1 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.1 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 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
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☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -5.6 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.1 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 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
☆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
☆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
☆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
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 0.0 0.0% 0 -3.6 pp -3.4 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
☆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
☆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
☆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
☆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
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 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 (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