Signals

← Signals

☆FPEI

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

Flow ranking

Rank#16146
Score / z0.000 / -0.02
Consensus69.59 over 136 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 378.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 186.1 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 114.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 102.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 81.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 46.1 2.5% 4 +0.1 pp +0.2 pp +0.1 pp +2.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 34.5 7.1% 4 +0.5 pp +0.1 pp +7.1 pp +7.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.2 0.0% 4 -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 27.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 27.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 23.9 1.6% 4 -0.0 pp +0.1 pp +0.8 pp +1.6 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 23.1 2.4% 6 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 19.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 18.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Essex LLC CIK 0001889147 0.576 180 12.3 2.2% 4 -0.0 pp -0.2 pp -0.7 pp +2.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 11.7 2.9% 4 +0.0 pp -0.2 pp -0.3 pp +2.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.4 0.1% 4 -0.2 pp -0.2 pp -0.3 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.3 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 8.6 2.3% 4 -0.1 pp -0.0 pp -2.5 pp +2.3 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 7.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 7.5 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 7.0 1.8% 4 +0.2 pp +0.0 pp -0.2 pp +1.8 pp
☆Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 6.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 5.3 1.8% 4 +0.0 pp -0.0 pp -0.1 pp +1.8 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 4.0 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 3.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 3.2 1.0% 3 +0.3 pp +0.3 pp +1.0 pp +1.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 3.0 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 2.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 2.4 0.9% 3 +0.1 pp +0.1 pp +0.9 pp -0.1 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 2.4 0.9% 4 +0.0 pp +0.0 pp -0.1 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 2.2 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 2.2 1.4% 4 -0.1 pp -0.2 pp -0.4 pp +1.4 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 2.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 2.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 2.0 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 1.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 1.5 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 1.4 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 1.4 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.4 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 1.3 0.7% 4 -0.0 pp -0.0 pp -0.6 pp +0.7 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 1.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 1.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.0 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆QP WEALTH MANAGEMENT, LLC CIK 0001802496 0.053 71 1.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.0 0.2% 4 -0.2 pp -0.1 pp -0.1 pp +0.2 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 1.0 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.9 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.7 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 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp -0.1 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.6 0.2% 4 -0.1 pp -1.2 pp -1.2 pp +0.2 pp
☆Andrew Hill Investment Advisors, Inc. CIK 0001897071 0.050 57 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SlateStone Wealth, LLC CIK 0001764049 0.484 296 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.6 0.2% 4 -0.0 pp -0.1 pp -0.9 pp +0.2 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 0.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.5 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Core Wealth Advisors, Inc. CIK 0001770532 0.783 126 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.5 0.2% 4 -0.9 pp -0.5 pp -0.1 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.5 0.4% 4 -0.0 pp -0.2 pp -0.4 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.4 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 0.3 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.471 139 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.2 0.2% 4 -0.0 pp -0.2 pp +0.0 pp +0.2 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 0.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WESTCO ADVISORY SERVICES INC /ADV CIK 0000946310 0.452 99 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.1 0.0% 2 +0.0 pp +0.0 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 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +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% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.0 0.0% 1 +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 -0.3 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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 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
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 -0.0 pp -0.0 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp -0.4 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.4 pp -0.3 pp -0.4 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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
☆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
☆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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆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
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 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
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 0.0 0.0% 0 +0.0 pp -1.3 pp -1.3 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 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 -0.8 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 +0.0 pp -0.1 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 FPEI). Qtrs Held counts distinct quarters this fund has actually held FPEI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FPEI position size. Δ columns are the percentage-point change in FPEI'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