Signals

← Signals

☆FPE

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

Flow ranking

Rank#428
Score / z0.418 / 0.58
Consensus148.10 over 292 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 ▾
☆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 970.2 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 428.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 306.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 290.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 174.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 173.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 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 149.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 85.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 60.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 47.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 42.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 41.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STONEBRIDGE ADVISORS LLC CIK 0001367441 0.833 3 40.2 22.0% 3 +19.9 pp +9.3 pp +22.0 pp +22.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 39.2 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 37.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 34.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 32.5 2.5% 3 -0.0 pp -0.2 pp +2.5 pp +2.5 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 32.4 1.0% 3 -0.2 pp -0.3 pp +1.0 pp +1.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 32.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 28.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 26.8 3.8% 3 +0.0 pp -0.2 pp +3.8 pp +3.8 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 25.5 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 25.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 24.8 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 21.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 21.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 19.0 0.9% 3 -0.4 pp -0.2 pp +0.9 pp +0.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 18.3 7.9% 3 +3.2 pp +3.2 pp +7.9 pp +7.9 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 18.2 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 15.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 13.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 13.7 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 12.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 12.2 8.5% 3 -5.3 pp -5.8 pp +8.5 pp +8.5 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 12.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 12.0 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 12.0 0.7% 1 +0.7 pp -0.2 pp +0.7 pp +0.7 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 11.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 10.5 2.0% 3 +0.3 pp +0.7 pp +2.0 pp +2.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 10.5 2.4% 3 -0.0 pp +0.0 pp +2.4 pp +2.4 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 10.3 2.4% 3 -0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 9.3 5.4% 3 +0.5 pp +0.5 pp +5.4 pp +5.4 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 9.2 3.8% 3 -0.0 pp -0.1 pp +3.8 pp +3.8 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 8.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 8.5 2.6% 3 +0.2 pp -0.2 pp +2.6 pp +2.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 8.2 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 8.2 2.2% 3 -0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 7.9 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 7.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 7.5 0.4% 3 +0.0 pp -0.3 pp +0.4 pp +0.4 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 7.3 2.6% 3 +0.1 pp +0.2 pp +2.6 pp +2.6 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 7.2 3.3% 3 -0.1 pp -0.1 pp +3.3 pp +3.3 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 7.2 2.5% 3 +0.1 pp +0.0 pp +2.5 pp +2.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 6.6 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 6.6 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 6.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 5.7 3.4% 3 +0.2 pp +0.3 pp +3.4 pp +3.4 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 5.4 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 5.4 2.0% 3 +0.8 pp +0.7 pp +2.0 pp +2.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 5.1 1.5% 3 -0.4 pp -0.3 pp +1.5 pp +1.5 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 5.0 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 4.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 4.5 1.4% 3 -0.4 pp -0.4 pp +1.4 pp +1.4 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 4.5 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 4.1 2.5% 4 -0.3 pp -0.5 pp -0.8 pp +2.5 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 4.0 3.5% 3 -0.1 pp -0.2 pp +3.5 pp +3.5 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.9 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 3.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.8 0.7% 2 +0.1 pp +0.7 pp +0.3 pp +0.7 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 3.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 3.7 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 3.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆BARINGS LLC CIK 0000009015 0.845 191 3.2 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 3.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 2.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 2.8 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.7 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.6 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 2.5 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 2.5 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 2.4 0.5% 3 -0.3 pp -0.5 pp +0.5 pp +0.5 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 2.4 0.9% 3 -0.2 pp -0.2 pp +0.9 pp +0.9 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 2.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 2.2 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 2.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ROI Financial Advisors, LLC CIK 0002011633 0.365 70 2.2 1.2% 3 -0.0 pp +0.3 pp +1.2 pp +1.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 2.1 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 2.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 2.1 0.7% 3 +0.1 pp -0.5 pp +0.7 pp +0.7 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 2.0 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 2.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 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
☆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
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 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
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 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 -0.1 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 -2.0 pp -2.2 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 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
☆Apriem Advisors CIK 0001425165 0.679 182 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 FPE). Qtrs Held counts distinct quarters this fund has actually held FPE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FPE position size. Δ columns are the percentage-point change in FPE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status