Signals

← Signals

☆FPX

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

Flow ranking

Rank#16153
Score / z0.000 / -0.02
Consensus82.08 over 146 funds
Momentumnot computed

Price & positioning

225 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 95.8 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 67.3 0.0% 4 -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 53.2 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 32.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.5 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 17.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 16.2 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 9.3 4.8% 4 -0.2 pp -1.0 pp -0.8 pp +4.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 7.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 6.5 1.2% 4 -0.1 pp -0.2 pp -0.2 pp +1.2 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 5.6 1.4% 4 -0.3 pp -0.6 pp -0.5 pp +1.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.0 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 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worthington Financial Partners, LLC CIK 0002111427 0.103 99 3.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 3.3 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.214 389 2.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 2.2 0.3% 4 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 1.8 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.3 0.6% 4 +0.0 pp -0.0 pp +0.0 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.3 0.3% 4 -0.0 pp -0.1 pp -0.3 pp +0.3 pp
☆Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 1.3 0.8% 4 +0.1 pp +0.0 pp +0.1 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.2 0.8% 4 +0.1 pp +0.0 pp +0.0 pp +0.8 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.2 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.6 0.1% 4 -0.1 pp -0.2 pp -0.3 pp +0.1 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Trust CIK 0001772483 0.355 210 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rubicon Advisors, GP CIK 0002114679 0.116 86 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.5 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆J. Derek Lewis & Associates Inc. CIK 0002077884 0.571 216 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 0.4 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆October Effect Ltd CIK 0002078353 0.030 64 0.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 0.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.2 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 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆tru Independence LLC CIK 0001785445 0.641 108 0.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Zinnia Wealth Advisory, LLC CIK 0002073676 0.074 97 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 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
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Accel Wealth Management CIK 0001838226 0.241 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 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 -0.2 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
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☆Brookstone Capital Management CIK 0001599584 0.472 1305 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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☆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
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☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 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 FPX). Qtrs Held counts distinct quarters this fund has actually held FPX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FPX position size. Δ columns are the percentage-point change in FPX'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