Signals

← Signals

☆FPE

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

Flow ranking

Rank#615
Score / z0.216 / 0.32
Consensus142.88 over 284 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 951.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 460.1 0.1% 2 +0.0 pp +0.1 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 279.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 258.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 180.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 162.1 0.1% 3 -0.0 pp -0.0 pp +0.1 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 138.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 82.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 59.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 43.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 40.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 40.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 39.5 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 38.4 13.8% 2 -0.5 pp +13.8 pp +13.8 pp +13.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 37.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 36.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 32.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 32.1 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 31.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 28.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 26.0 3.8% 2 -0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 25.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 23.3 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 21.4 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 20.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 20.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 18.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 16.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 16.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.2 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 14.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 13.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 12.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 12.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 11.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 10.6 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 10.5 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 9.5 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 9.0 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 8.7 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.6 0.0% 2 +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% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 8.4 4.9% 2 -0.1 pp +4.9 pp +4.9 pp +4.9 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 8.0 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 8.0 2.4% 2 -0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 7.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 7.5 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 7.4 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.3 0.1% 2 -0.0 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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 7.2 3.4% 2 +0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 7.1 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 6.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.812 53 6.8 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 6.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 6.4 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 5.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 5.9 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 5.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 5.4 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 5.2 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 5.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BARINGS LLC CIK 0000009015 0.845 191 5.0 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 5.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 4.5 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 4.3 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 4.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 4.3 2.8% 3 -0.2 pp -0.6 pp +2.8 pp +2.8 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 4.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 3.8 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 3.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.2 0.6% 1 +0.6 pp +0.2 pp +0.6 pp +0.6 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 3.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆STONEBRIDGE ADVISORS LLC CIK 0001367441 0.833 3 3.1 2.1% 2 -10.6 pp +2.1 pp +2.1 pp +2.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.1 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 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 2.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 2.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.8 0.7% 4 -0.2 pp -0.1 pp -0.1 pp +0.7 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 2.8 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 2.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 2.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 2.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 2.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 2.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROI Financial Advisors, LLC CIK 0002011633 0.365 70 2.1 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Apriem Advisors CIK 0001425165 0.679 182 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 -0.1 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
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.1 pp +0.0 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
☆Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.0 0.0% 0 -0.1 pp +0.0 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
☆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
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 (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