Signals

← Signals

☆FNDF

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

Flow ranking

Rank#308
Score / z0.733 / 0.86
Consensus329.61 over 615 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 7,444.7 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 858.6 1.4% 6 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 523.9 3.1% 5 +0.2 pp +0.5 pp +0.6 pp +0.5 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 457.6 0.0% 6 -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 383.3 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 333.6 0.2% 1 +0.2 pp +0.2 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 306.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 222.1 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 168.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Capital Investment Advisors Inc. CIK 0001714506 0.921 95 154.1 21.9% 4 -0.0 pp +1.4 pp +2.1 pp +21.9 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 153.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 151.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 142.6 3.2% 5 -0.4 pp -0.2 pp +0.2 pp -4.2 pp
☆Boulay Financial Advisors, LLC CIK 0002056342 0.928 6 139.7 12.9% 3 -2.4 pp -0.2 pp +12.9 pp +12.9 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 134.1 6.2% 5 +0.0 pp +0.2 pp +0.4 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 131.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 105.4 0.1% 5 -0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 90.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 88.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 83.9 3.4% 5 -0.6 pp +0.7 pp +0.9 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 78.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 77.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 75.6 1.4% 5 -0.3 pp -0.2 pp -1.1 pp -1.2 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 73.2 6.6% 5 -0.3 pp +0.4 pp +0.9 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 70.1 0.1% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 69.0 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 64.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 63.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 61.7 5.2% 5 -0.1 pp +0.7 pp +1.0 pp +1.7 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 60.9 14.9% 5 -1.0 pp -0.7 pp +0.1 pp -1.4 pp
☆Trust Co CIK 0001632554 0.769 908 58.8 5.3% 5 +0.1 pp +0.4 pp +0.2 pp +0.2 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 58.1 7.1% 5 +0.0 pp +0.4 pp +0.2 pp +0.4 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 56.5 6.6% 5 -0.3 pp +0.0 pp +0.5 pp +0.8 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 55.3 3.6% 5 -0.3 pp +0.1 pp +0.3 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 54.3 0.4% 7 -0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 53.9 3.0% 5 -0.3 pp -0.1 pp -0.0 pp +0.1 pp
☆Verde Capital Management CIK 0001802891 0.578 80 53.6 9.9% 5 -0.5 pp +0.4 pp +0.9 pp +1.5 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 53.5 4.5% 1 +4.5 pp +0.2 pp +0.5 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 53.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 52.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 49.4 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 47.1 5.3% 5 -0.1 pp +0.5 pp +0.8 pp +0.9 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 45.6 7.8% 5 -0.9 pp -0.8 pp -0.6 pp -0.6 pp
☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 43.5 9.1% 5 +0.5 pp +1.1 pp +1.3 pp +1.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 43.4 1.3% 5 -0.0 pp +0.3 pp +0.4 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 43.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 42.7 1.3% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Unison Advisors LLC CIK 0001695818 0.855 173 41.4 2.9% 5 -0.0 pp -0.2 pp -0.1 pp -0.6 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 40.3 1.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 40.1 1.1% 5 +0.0 pp +0.1 pp +0.3 pp +0.2 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 39.9 5.1% 5 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 36.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 35.2 5.2% 5 +0.7 pp +1.8 pp +2.8 pp +4.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 34.6 5.1% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 34.5 0.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 33.9 6.3% 5 +0.0 pp +0.5 pp +0.3 pp +0.3 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 33.3 1.6% 5 -0.1 pp -0.3 pp -0.1 pp -0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 31.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 31.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 31.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 30.6 3.1% 5 -0.0 pp +0.5 pp +0.7 pp +0.7 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 30.4 8.4% 5 -0.3 pp -0.2 pp -0.3 pp +0.4 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 29.9 7.8% 5 -0.2 pp +0.0 pp +0.3 pp +0.3 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 29.9 8.5% 5 -0.7 pp -0.1 pp +0.4 pp +0.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 29.4 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 27.9 6.1% 5 +0.4 pp +0.2 pp +1.3 pp +1.7 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 26.7 2.6% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 26.6 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 25.8 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 25.1 1.5% 5 -0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 25.1 6.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 24.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 24.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 23.8 2.4% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 22.9 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 22.9 12.3% 2 -0.9 pp +12.3 pp +12.3 pp +12.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 22.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BEACON FINANCIAL PLANNING, INC CIK 0001966066 0.603 85 21.9 7.4% 5 -0.4 pp +0.3 pp +0.4 pp +0.6 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 21.5 3.3% 5 -0.4 pp -0.3 pp -0.2 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 21.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOLLER WEALTH PARTNERS CIK 0001475271 0.688 75 20.5 3.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Latko Wealth Management, Ltd. CIK 0001937769 0.712 37 20.4 8.7% 4 -1.1 pp +0.4 pp +4.9 pp +8.7 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.594 181 20.2 3.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 20.1 2.0% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 20.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 20.0 1.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 19.0 4.3% 5 +0.5 pp +1.5 pp +1.7 pp +2.1 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 19.0 13.5% 2 -1.8 pp +13.5 pp +13.5 pp +13.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 17.9 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 17.9 1.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆JHP Wealth Management, LLC CIK 0002110669 0.695 40 17.5 14.3% 2 -0.8 pp +14.3 pp +14.3 pp +14.3 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 17.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 16.9 7.1% 5 +0.7 pp +2.3 pp +3.0 pp +2.8 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 15.7 1.5% 5 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Flatrock Wealth Partners LLC CIK 0002130067 0.335 173 15.4 6.1% 2 +0.1 pp +6.1 pp +6.1 pp +6.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 15.3 2.6% 5 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 15.3 5.4% 6 +0.4 pp +1.6 pp +2.6 pp +3.7 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 15.2 2.3% 5 +0.1 pp +0.3 pp +0.5 pp +0.6 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 15.1 3.8% 5 -0.0 pp +0.5 pp +0.7 pp +0.9 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 15.1 2.5% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 15.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 14.5 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 14.5 3.0% 5 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 14.2 6.2% 2 -0.3 pp +6.2 pp +6.2 pp +6.2 pp
☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 13.6 1.6% 5 -0.2 pp -0.4 pp -0.3 pp -0.4 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 13.2 2.5% 3 -1.9 pp -1.6 pp +2.5 pp -3.1 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 13.1 1.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 13.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 12.9 0.7% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 12.7 0.3% 6 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 12.5 3.6% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 12.3 6.9% 2 -0.8 pp +6.9 pp +6.9 pp +6.9 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 12.1 1.5% 2 -0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 12.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 11.8 2.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 11.8 0.6% 4 +0.2 pp +0.3 pp +0.3 pp +0.6 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 11.6 4.7% 5 +0.3 pp +1.1 pp +1.3 pp +1.3 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 11.3 3.7% 5 -0.0 pp +2.0 pp +2.1 pp +2.1 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 11.3 4.8% 5 -0.3 pp -0.1 pp -0.2 pp -1.1 pp
☆Lee Financial Co CIK 0001391166 0.828 162 11.2 1.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 11.2 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 11.1 3.4% 6 -0.7 pp +0.4 pp +1.9 pp +0.9 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 11.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 11.0 7.0% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 10.9 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 10.8 1.7% 6 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 10.7 3.2% 4 +0.3 pp +0.7 pp +1.2 pp +3.2 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 10.3 0.8% 3 -0.0 pp +0.2 pp +0.8 pp +0.8 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 10.2 0.5% 5 -0.0 pp -0.6 pp -0.8 pp -0.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 10.1 1.9% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 10.1 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 10.0 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.9 0.0% 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 9.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 9.8 4.0% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 9.6 5.2% 5 +1.2 pp +0.7 pp +1.8 pp +2.2 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 9.5 0.9% 5 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 9.3 4.1% 5 +0.6 pp +1.3 pp +1.0 pp +0.6 pp
☆Frankly Finances, LLC CIK 0002096338 0.520 90 9.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 9.2 4.8% 2 -0.1 pp +4.8 pp +4.8 pp +4.8 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 9.2 1.9% 5 +0.1 pp +0.4 pp +0.3 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 8.3 0.1% 5 -0.0 pp -0.2 pp -0.0 pp -0.0 pp
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☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 7.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 7.7 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
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☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 7.3 4.2% 5 -0.1 pp +0.3 pp -0.1 pp +0.4 pp
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☆Estate Counselors, LLC CIK 0001559832 0.739 91 6.9 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 6.9 1.3% 5 +0.3 pp +0.6 pp +0.9 pp +1.0 pp
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☆Sovran Advisors, LLC CIK 0002051471 0.318 615 6.4 0.5% 5 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
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☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 6.1 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Oath Planning, LLC CIK 0002109944 0.590 71 5.8 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.454 129 5.7 1.8% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Alhambra Investment Management LLC CIK 0001802696 0.273 182 5.6 2.4% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 5.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Timmons Wealth Management, LLC CIK 0002110045 0.383 74 5.1 3.7% 2 -1.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 5.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 4.8 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 4.7 0.6% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 4.7 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
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☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 4.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Essential Partners LLC CIK 0002136442 0.019 2853 4.5 2.1% 4 +0.8 pp +1.2 pp +1.2 pp +2.1 pp
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☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.7 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
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☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 3.1 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆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
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 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
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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 -0.4 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
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 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
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -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% 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 -0.4 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 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
☆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
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 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
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆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
☆West Branch Capital LLC CIK 0001738723 0.568 355 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 -9.4 pp -8.9 pp -7.9 pp -8.1 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
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 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
☆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
☆Woodside Wealth Management LLC CIK 0002064883 0.676 45 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp -0.4 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +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
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Daytona Street Capital LLC CIK 0002101936 0.079 277 0.0 0.0% 0 -0.1 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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cadence Bank CIK 0001299939 0.688 332 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
☆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
☆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 -6.2 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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 -0.2 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
☆Clean Yield Group CIK 0001525865 0.299 395 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 (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