Signals

← Signals

☆FRDM

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

Flow ranking

Rank#1364
Score / z0.015 / 0.01
Consensus90.15 over 164 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 123.9 4.1% 3 +0.4 pp -0.0 pp +4.1 pp +4.1 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 85.4 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 76.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 60.4 8.4% 3 +0.9 pp +1.0 pp +8.4 pp +8.4 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 57.6 5.3% 3 +0.7 pp +0.9 pp +5.3 pp +5.3 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 51.8 3.2% 3 +0.4 pp +0.5 pp +3.2 pp +3.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 41.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 34.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 32.2 2.0% 3 +0.2 pp +0.2 pp +2.0 pp +2.0 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 29.8 6.4% 3 +0.7 pp +0.7 pp +6.4 pp +6.4 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 28.7 8.3% 3 +1.3 pp +2.4 pp +8.3 pp +8.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 26.0 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 19.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 18.3 1.4% 3 +1.2 pp +0.1 pp +1.4 pp +1.4 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 17.7 2.5% 3 +0.0 pp -0.0 pp +2.5 pp +2.5 pp
☆Invst, LLC CIK 0001867587 0.314 343 16.6 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 15.7 2.6% 3 +0.2 pp +0.6 pp +2.6 pp +2.6 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 15.6 8.3% 3 +0.2 pp +0.3 pp +8.3 pp +8.3 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 15.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆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 14.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 14.3 2.9% 3 +0.3 pp +0.3 pp +2.9 pp +2.9 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 14.2 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 14.1 0.9% 3 +0.1 pp +0.3 pp +0.9 pp +0.9 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 13.2 0.4% 3 +0.2 pp -0.1 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 11.6 2.3% 4 +0.4 pp +0.6 pp +1.7 pp +2.3 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 11.3 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 11.2 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 11.2 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 10.6 3.3% 3 +0.3 pp +0.3 pp +3.3 pp +3.3 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 9.6 2.3% 3 +0.3 pp +0.3 pp +2.3 pp +2.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 8.8 6.0% 3 +0.6 pp +4.6 pp +6.0 pp +6.0 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.247 108 7.8 2.7% 3 +0.2 pp +0.0 pp +2.7 pp +2.7 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 7.2 1.9% 3 +0.2 pp +0.3 pp +1.9 pp +1.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 6.7 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 6.6 3.1% 3 +0.1 pp -0.1 pp +3.1 pp +3.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 6.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 6.0 3.1% 3 +0.3 pp +0.4 pp +3.1 pp +3.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 5.9 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 5.5 4.1% 4 +0.5 pp +0.8 pp +0.8 pp +4.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 5.2 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 4.9 3.4% 1 +3.4 pp +3.4 pp +0.6 pp +3.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 4.6 1.2% 3 +0.4 pp +0.7 pp +1.2 pp +1.2 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 4.6 2.7% 3 +0.4 pp +0.8 pp +2.7 pp +2.7 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 4.4 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 4.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 4.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 4.0 2.2% 3 +0.3 pp +0.4 pp +2.2 pp +2.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 3.3 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 3.2 2.1% 3 +0.2 pp +0.3 pp +2.1 pp +2.1 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 3.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 3.0 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 3.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.8 0.0% 5 +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 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.4 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 2.3 1.4% 3 +0.2 pp +0.3 pp +1.4 pp +1.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 2.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.457 91 2.1 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 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 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 1.8 1.5% 3 +0.6 pp +0.6 pp +1.5 pp +1.5 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 1.6 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 1.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 1.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆GERBER, LLC CIK 0002014164 0.601 96 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 1.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.0 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.9 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.8 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mendel Money Management CIK 0001600585 0.195 127 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 3 +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 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GS Investments, Inc. CIK 0001714590 0.093 133 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.2 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 4 +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% 3 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 2 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 2 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 2 +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
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -1.2 pp -1.2 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
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 -3.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 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 +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 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
☆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
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 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 FRDM). Qtrs Held counts distinct quarters this fund has actually held FRDM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FRDM position size. Δ columns are the percentage-point change in FRDM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status