Signals

← Signals

☆FNDF

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

Flow ranking

Rank#479
Score / z0.379 / 0.47
Consensus241.49 over 454 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 5,869.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 685.3 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 388.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 333.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 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 277.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 242.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 238.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 237.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 208.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 171.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 112.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 108.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 104.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 101.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 88.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 84.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 68.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 59.2 16.3% 1 +16.3 pp +16.3 pp +16.3 pp +16.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 57.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 57.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 56.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 53.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 46.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Trust Co CIK 0001632554 0.769 908 45.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 42.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 41.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 41.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 40.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 39.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 39.0 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 38.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 37.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 35.5 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 34.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 34.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Verde Capital Management CIK 0001802891 0.578 80 34.1 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 34.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 32.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 31.4 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 31.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 31.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 30.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 30.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 28.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 27.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 27.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 27.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 26.6 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 26.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 25.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 25.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 25.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 25.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 23.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 22.2 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 21.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 20.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 20.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 20.2 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 20.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 20.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 19.2 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 17.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 17.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 16.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 16.5 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 16.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 16.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 16.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 15.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 15.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 14.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 14.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 13.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 13.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 12.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 12.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 12.2 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 11.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 11.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 11.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Von Berge Wealth Management Group, LLC CIK 0001908070 0.000 0 11.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 10.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 10.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 9.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 9.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 9.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 9.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 9.4 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 9.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 9.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 8.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lee Financial Co CIK 0001391166 0.828 162 8.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 8.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 8.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 7.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 7.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 7.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 7.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 7.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 7.1 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 7.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 6.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 6.7 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 6.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 6.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 6.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 6.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 6.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 6.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 5.8 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 5.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 5.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 5.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 5.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 4.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 4.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 4.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 3.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 3.8 2.6% 2 -0.8 pp +2.6 pp +2.6 pp +2.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 3.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 3.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 3.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.0 0.0% 3 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mendel Capital Management LLC CIK 0001911384 0.489 99 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 2.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 2.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 2.4 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Haven Private, LLC CIK 0002053665 0.242 171 2.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Aspiring Ventures, LLC CIK 0001738640 0.789 83 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
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☆Lakewood Asset Management LLC CIK 0001966581 0.260 107 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 1.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROOKS, MOORE & ASSOCIATES, INC. CIK 0001767040 0.263 114 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 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
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 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
☆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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +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% 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
☆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
☆10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 1 +0.0 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 -0.0 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
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 FNDF). Qtrs Held counts distinct quarters this fund has actually held FNDF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FNDF position size. Δ columns are the percentage-point change in FNDF'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