Signals

← Signals

☆FPE

568 in-universe funds with a nonzero position in FPE within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22524
Score / z-0.054 / -0.07
Consensus154.87 over 306 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-40% / 1.0d

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 936.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 347.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 316.6 0.1% 4 +0.0 pp +0.0 pp +0.0 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 302.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 181.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 166.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 153.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 89.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 61.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 52.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 44.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 43.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 41.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 38.1 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 36.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 35.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 34.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 33.5 2.7% 4 +0.2 pp +0.2 pp +0.1 pp +2.7 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 33.1 1.0% 4 -0.0 pp -0.2 pp -0.3 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 31.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 26.9 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 26.9 1.8% 4 -0.3 pp -0.3 pp -0.3 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 26.4 4.0% 4 +0.2 pp +0.2 pp -0.0 pp +4.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 23.2 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 22.0 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 20.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HCR Wealth Advisors CIK 0001697715 0.731 259 17.7 1.8% 4 +0.0 pp -0.1 pp -0.2 pp +1.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 16.4 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 15.4 0.4% 1 +0.4 pp +0.4 pp -1.2 pp +0.4 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 15.3 6.2% 4 -1.7 pp +1.6 pp +1.5 pp +6.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 14.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 13.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 13.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 12.7 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 12.3 7.4% 4 -1.1 pp -6.4 pp -7.0 pp +7.4 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 12.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 11.9 2.6% 4 +0.3 pp +0.2 pp +0.3 pp +2.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 11.3 2.0% 4 +0.0 pp +0.3 pp +0.8 pp +2.0 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 11.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 10.7 2.3% 4 -0.0 pp -0.1 pp -0.1 pp +2.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 10.6 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 9.9 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 9.5 3.8% 4 -0.0 pp -0.0 pp -0.1 pp +3.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 9.4 0.4% 4 -0.5 pp -0.8 pp -0.7 pp +0.4 pp
☆Seros Financial, LLC CIK 0002039918 0.494 66 9.2 5.9% 4 +0.4 pp +0.9 pp +0.9 pp +5.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 8.8 2.7% 4 +0.2 pp +0.3 pp -0.1 pp +2.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 8.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 8.4 2.7% 4 +0.2 pp +0.3 pp +0.2 pp +2.7 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 8.3 2.3% 4 +0.1 pp +0.0 pp +0.2 pp +2.3 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 8.2 1.7% 4 +0.0 pp +0.1 pp +0.2 pp +1.7 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 8.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 7.8 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.7 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 7.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 7.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 7.2 3.3% 4 +0.0 pp -0.1 pp -0.1 pp +3.3 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 7.2 2.5% 4 -0.2 pp -0.1 pp +0.0 pp +2.5 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 7.1 3.0% 4 +1.9 pp +1.9 pp +1.9 pp +3.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Marion Wealth Management CIK 0001911097 0.503 156 6.7 1.5% 4 +0.0 pp -0.0 pp -0.0 pp +1.5 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.6 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 6.3 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 6.1 0.9% 4 +0.3 pp +0.3 pp +0.4 pp +0.9 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 6.1 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Juno Financial Group LLC CIK 0002106874 0.603 73 5.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 5.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 5.5 3.4% 4 +0.0 pp +0.2 pp +0.4 pp +3.4 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 5.5 1.1% 3 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 5.4 1.6% 4 +0.0 pp -0.0 pp -0.1 pp +1.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 5.1 1.1% 3 -0.4 pp -0.1 pp +1.1 pp +1.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 4.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 4.7 1.2% 4 -0.3 pp -0.7 pp -0.6 pp +1.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.6 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 4.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 4.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 4.4 1.3% 4 -0.0 pp -0.4 pp -0.5 pp +1.3 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 4.2 0.3% 4 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 3.9 2.4% 5 -0.1 pp -0.4 pp -0.6 pp -1.0 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 3.8 1.9% 1 +1.9 pp +1.3 pp +1.3 pp +1.9 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.8 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 3.7 0.4% 4 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 3.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 3.6 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 3.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.5 1.3% 4 -0.1 pp -0.0 pp -0.1 pp +1.3 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.4 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 3.2 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆ORBA Wealth Advisors, L.L.C. CIK 0002010248 0.085 85 3.1 3.7% 4 +0.3 pp +0.2 pp +0.0 pp +3.7 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 3.1 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 3.1 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 3.1 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 2.9 0.0% 4 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 2.7 1.4% 4 +0.0 pp -0.1 pp -0.2 pp +1.4 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.7 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.6 2.3% 3 +0.5 pp +0.3 pp +2.3 pp +2.3 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 2.6 0.7% 6 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 2.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 2.5 1.1% 4 -0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 2.3 0.9% 4 -0.1 pp -0.3 pp -0.3 pp +0.9 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 2.3 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 2.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 2.2 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆ROI Financial Advisors, LLC CIK 0002011633 0.365 70 2.2 1.3% 4 +0.1 pp +0.0 pp +0.4 pp +1.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 2.1 0.4% 4 -0.1 pp -0.4 pp -0.6 pp +0.4 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 2.0 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.9 0.3% 4 -0.0 pp +0.1 pp +0.0 pp +0.3 pp
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☆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
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STONEBRIDGE ADVISORS LLC CIK 0001367441 0.833 3 0.0 0.0% 0 -22.0 pp -2.1 pp -12.8 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
☆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
☆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
☆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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 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
☆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
☆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
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 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 +0.0 pp +0.0 pp -0.8 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
☆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
☆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
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 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 -0.4 pp -0.3 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
☆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
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 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
☆Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 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
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 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
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp -0.4 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 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 +0.0 pp +0.0 pp -0.1 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
☆Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.4 pp -0.3 pp -0.6 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 -1.3 pp -1.6 pp -1.8 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
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 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
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 -0.7 pp -0.5 pp -1.2 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 +0.0 pp -0.1 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 -0.1 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 -2.0 pp -1.2 pp -1.3 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.0 0.0% 0 -0.7 pp +0.0 pp -0.9 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 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
☆Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 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 +0.0 pp -2.0 pp -2.2 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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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