Signals

← Signals

☆FNDF

723 in-universe funds with a nonzero position in FNDF within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#612
Score / z0.218 / 0.33
Consensus259.54 over 490 funds
Momentumno 12m return

Price & positioning

226 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 6,321.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 775.3 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 391.2 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 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 310.1 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 267.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 259.5 0.2% 2 -0.0 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 254.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 139.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 135.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 116.1 3.0% 2 -4.4 pp +3.0 pp +3.0 pp +3.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 114.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 112.8 19.9% 1 +19.9 pp +19.9 pp +19.9 pp +19.9 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 107.3 5.8% 2 -0.0 pp +5.8 pp +5.8 pp +5.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 105.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 100.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 98.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 90.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 74.3 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 71.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 65.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 59.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 57.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 56.0 0.4% 4 +0.4 pp -0.1 pp -0.1 pp +0.4 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 55.8 14.7% 2 -1.6 pp +14.7 pp +14.7 pp +14.7 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 49.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Trust Co CIK 0001632554 0.769 908 49.6 5.1% 2 -0.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 45.6 6.9% 2 +0.2 pp +6.9 pp +6.9 pp +6.9 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 45.2 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 44.8 5.8% 2 +0.3 pp +5.8 pp +5.8 pp +5.8 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 44.6 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 44.6 4.2% 2 +0.7 pp +4.2 pp +4.2 pp +4.2 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 44.4 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 43.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 43.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 43.1 6.2% 2 +0.3 pp +6.2 pp +6.2 pp +6.2 pp
☆Verde Capital Management CIK 0001802891 0.578 80 40.4 9.0% 2 +0.5 pp +9.0 pp +9.0 pp +9.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.453 98 38.3 8.4% 2 +0.0 pp +8.4 pp +8.4 pp +8.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 37.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 35.1 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 34.4 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.650 102 34.1 7.8% 2 +0.0 pp +7.8 pp +7.8 pp +7.8 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 34.0 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 32.7 3.0% 2 -0.5 pp +3.0 pp +3.0 pp +3.0 pp
☆Opes Wealth Management LLC CIK 0001766918 0.574 141 30.2 5.3% 2 +0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 29.7 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 29.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 29.5 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 28.9 4.7% 2 +0.0 pp +4.7 pp +4.7 pp +4.7 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 28.6 6.0% 2 -0.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 27.3 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 26.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 26.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 25.4 8.7% 2 +0.6 pp +8.7 pp +8.7 pp +8.7 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 24.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 22.9 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 22.5 7.5% 2 -0.0 pp +7.5 pp +7.5 pp +7.5 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 22.0 8.1% 2 +0.4 pp +8.1 pp +8.1 pp +8.1 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 21.8 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 21.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 21.3 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 21.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 21.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 20.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 19.7 4.8% 2 +0.4 pp +4.8 pp +4.8 pp +4.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 19.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 19.4 0.0% 2 +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 19.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 18.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 18.1 6.3% 2 +0.1 pp +6.3 pp +6.3 pp +6.3 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 18.1 7.9% 2 -0.1 pp +7.9 pp +7.9 pp +7.9 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 17.3 3.6% 2 +0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 17.1 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 16.8 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 16.3 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 16.1 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 15.5 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 14.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 14.5 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 14.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 14.0 2.4% 2 +1.2 pp +2.4 pp +2.4 pp +2.4 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 13.9 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 13.5 7.0% 2 +0.2 pp +7.0 pp +7.0 pp +7.0 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 12.0 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 11.9 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 11.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 11.0 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 10.9 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 10.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 10.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 10.5 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 10.5 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 10.3 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 10.2 4.9% 2 -0.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 9.9 7.1% 2 +0.0 pp +7.1 pp +7.1 pp +7.1 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 9.9 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 9.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 9.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 9.5 2.6% 2 +0.4 pp +2.6 pp +2.6 pp +2.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 8.9 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Lee Financial Co CIK 0001391166 0.828 162 8.8 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 8.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 8.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 8.2 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 8.1 3.9% 2 -0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 8.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 8.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 7.7 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 7.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 7.3 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 7.3 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 7.1 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 7.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 6.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 6.5 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 6.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 6.3 5.0% 2 +0.9 pp +5.0 pp +5.0 pp +5.0 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 6.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 6.2 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 6.1 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 6.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 5.9 1.5% 3 -1.1 pp -1.9 pp +1.5 pp +1.5 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 5.8 3.4% 2 +0.5 pp +3.4 pp +3.4 pp +3.4 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 5.5 4.4% 2 +0.5 pp +4.4 pp +4.4 pp +4.4 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 5.4 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 5.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 5.2 2.8% 3 +1.1 pp +1.6 pp +2.8 pp +2.8 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 4.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 4.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 4.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 4.4 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 4.1 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 4.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 3.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 3.8 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 3.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.390 143 3.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.4 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆First Pacific Financial CIK 0001810089 0.717 510 3.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
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☆Brightwater Advisory LLC CIK 0002034566 0.450 59 3.3 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 3.2 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 3.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.9 0.0% 2 -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 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JB Capital LLC CIK 0001879371 0.629 280 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.4 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
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☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 2 +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% 2 -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% 2 +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
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 2 +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
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 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% 2 -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% 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventus Investment Advisors, Inc. CIK 0002093055 0.494 157 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% 2 -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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 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% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 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% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 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 -2.0 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
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 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
☆Arax Advisory Partners CIK 0001586767 0.171 5155 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
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 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
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.7 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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 -6.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 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
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -5.6 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.2 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
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 -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% 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 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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