Signals

← Signals

☆FNDE

601 in-universe funds with a nonzero position in FNDE within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23980
Score / z-0.002 / -0.02
Consensus191.34 over 348 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 4,920.7 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 584.2 0.0% 5 -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 160.2 0.0% 7 -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 116.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 88.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 74.8 2.6% 5 -0.2 pp -0.1 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 55.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 49.0 2.3% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 44.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 42.6 0.1% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 41.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 38.6 2.7% 5 -0.1 pp -0.5 pp -0.5 pp -2.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 38.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 32.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 27.7 1.7% 5 -0.0 pp +0.2 pp +0.8 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 23.9 5.2% 5 +0.2 pp +0.5 pp +1.4 pp +2.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 23.7 2.6% 5 -0.1 pp +0.3 pp +0.6 pp +0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 23.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 23.5 0.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 22.6 1.1% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 22.6 3.0% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 22.3 2.8% 5 -1.8 pp -1.4 pp -1.0 pp -0.3 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 22.1 3.1% 5 -0.3 pp -0.3 pp -0.2 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 21.4 0.5% 5 -0.1 pp -0.0 pp -0.2 pp -0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 21.0 1.9% 5 -0.2 pp +0.3 pp +0.6 pp +0.8 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 19.5 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 19.5 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 19.1 1.9% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 18.8 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 17.7 2.2% 5 -0.0 pp +0.0 pp +2.2 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 16.3 0.9% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 15.6 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 15.5 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 14.7 2.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 14.5 3.8% 5 -0.2 pp -0.0 pp -0.1 pp -0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 14.3 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 14.3 1.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Tandem Financial, LLC CIK 0002049157 0.467 99 14.1 4.5% 1 +4.5 pp +4.5 pp +0.7 pp -3.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 13.4 3.4% 5 +0.0 pp -0.1 pp -0.3 pp -0.1 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 13.3 3.0% 3 -0.5 pp -0.4 pp +3.0 pp +3.0 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 13.2 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 13.0 7.8% 4 +1.3 pp +3.9 pp +3.8 pp +7.8 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 12.5 3.9% 3 -0.3 pp +0.1 pp +3.9 pp +3.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 11.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 8.8 1.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 8.5 2.4% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆January Capital Advisors LLC CIK 0001855967 0.065 55 8.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 8.2 1.4% 2 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 7.3 4.5% 5 -0.1 pp +4.3 pp +4.4 pp +4.3 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 7.2 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 7.1 4.5% 3 +0.5 pp +0.5 pp +4.5 pp +4.5 pp
☆Wealth Forward, LLC CIK 0002012773 0.716 49 7.1 3.5% 5 -0.3 pp -0.1 pp -0.1 pp -0.6 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 7.0 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 6.8 2.2% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Essex LLC CIK 0001889147 0.576 180 6.5 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 6.5 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 6.3 2.8% 5 -0.3 pp -0.4 pp -0.2 pp -0.2 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 6.2 1.8% 2 +0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 5.7 2.3% 5 -1.0 pp -2.0 pp -1.8 pp -2.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 5.7 1.9% 5 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 5.6 1.6% 5 -0.0 pp +0.2 pp +0.4 pp +0.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 5.3 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 5.1 0.5% 5 +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 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 4.8 1.2% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 4.4 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.3 0.2% 5 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 4.3 1.5% 5 +0.1 pp +0.4 pp +0.2 pp +0.3 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 4.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.2 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 4.1 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 4.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 4.0 1.4% 4 -0.1 pp +0.2 pp +0.2 pp +1.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 4.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 3.7 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 3.7 2.0% 5 +0.1 pp -0.2 pp +0.2 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 3.3 0.9% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Birchwood Financial Partners, Inc. CIK 0002110062 0.263 352 3.3 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 3.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 2.9 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 2.8 0.4% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 2.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 2.7 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 2.4 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Index Technologies Group LLC CIK 0002095322 0.040 275 2.4 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Verde Capital Management CIK 0001802891 0.578 80 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 2.4 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.4 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.4 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 2.2 1.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sculati Wealth Management, LLC CIK 0001803397 0.397 123 2.1 0.7% 5 -0.1 pp -0.0 pp -0.2 pp -0.7 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 2.1 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆FF Advisors,LLC CIK 0002011904 0.517 123 2.0 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 2.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 1.9 0.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 1.9 0.6% 7 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 1.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Johnson & White Wealth Management, LLC CIK 0001954136 0.443 117 1.6 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Catalyst Investment Management LLC CIK 0002055584 0.252 73 1.6 1.5% 2 +1.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 1.6 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 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% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 1 +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% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MCGUIRE CAPITAL ADVISORS INC CIK 0002112006 0.123 915 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 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% 5 -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
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Community Bank, N.A. CIK 0001632187 0.503 530 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.0 0.0% 2 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DB Fitzpatrick & Co, Inc CIK 0001885767 0.361 100 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 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 +0.0 pp +0.0 pp -3.6 pp -3.4 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 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 +0.0 pp -5.6 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 0 -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% 0 +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% 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
☆Addison Advisors LLC CIK 0001843745 0.131 707 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
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 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 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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
☆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
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -1.0 pp -1.0 pp -1.0 pp -1.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 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 +0.0 pp -1.6 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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 +0.0 pp -0.1 pp -0.1 pp -0.1 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 +0.0 pp -0.1 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 +0.0 pp -0.1 pp -0.2 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -2.2 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
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 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
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.0 0.0% 0 -2.7 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
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp -0.1 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
☆SUMMITRY LLC CIK 0001280043 0.623 340 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
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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 +0.0 pp -0.2 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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
☆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
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 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
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 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
☆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
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp +0.0 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 -0.1 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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 +0.0 pp -0.3 pp -0.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.1 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
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 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
☆CWM, LLC CIK 0001535847 0.788 5645 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
☆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
☆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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 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
☆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
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 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 +0.0 pp -0.3 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
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 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
☆Capital Developers, LLC CIK 0002105385 0.523 52 0.0 0.0% 0 -4.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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