Signals

← Signals

☆FRDM

368 in-universe funds with a nonzero position in FRDM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24290
Score / z-0.068 / -0.10
Consensus120.18 over 226 funds
Momentum0.24 ≠

Price & positioning

222 cached closes, trailing year
Drawdown-4%
Short interest-50% / 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 ▾
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 192.8 4.9% 5 +0.6 pp +0.8 pp +1.2 pp +0.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 174.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 150.6 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 114.0 8.4% 3 +0.8 pp +1.9 pp +8.4 pp +8.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 79.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 73.1 8.6% 5 +0.8 pp +0.3 pp +1.2 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 58.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 58.0 4.9% 5 +1.4 pp -0.3 pp +0.3 pp +0.5 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 57.4 3.2% 5 +0.5 pp +0.0 pp +0.4 pp +0.5 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 53.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 48.4 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 44.5 2.5% 5 +0.4 pp +0.5 pp +0.7 pp +0.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 42.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 42.0 7.7% 5 +0.9 pp +1.3 pp +2.0 pp +2.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 40.6 2.4% 7 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 37.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 34.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 32.5 1.7% 5 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 31.2 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 30.0 6.9% 5 -0.1 pp -1.4 pp -0.1 pp +1.0 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 28.8 3.5% 2 +0.6 pp +3.5 pp +3.5 pp +3.5 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 24.4 1.6% 5 -0.1 pp +0.2 pp +1.4 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 23.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 22.4 1.4% 5 +0.3 pp +0.5 pp +0.6 pp +0.8 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 22.4 3.5% 5 +0.5 pp +0.6 pp +0.8 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 21.0 1.8% 4 +0.3 pp +0.5 pp +0.7 pp +1.8 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 20.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 18.0 1.8% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 17.7 8.0% 5 +0.3 pp -0.3 pp -0.1 pp +0.1 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 17.7 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 17.6 3.0% 6 +0.5 pp +0.7 pp +1.1 pp +1.3 pp
☆ENZI WEALTH CIK 0001887441 0.755 76 17.0 5.4% 3 -0.2 pp +0.1 pp +5.4 pp +5.4 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 16.0 1.6% 2 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 15.8 2.6% 5 +0.4 pp +0.0 pp +0.1 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 15.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 15.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 14.4 0.3% 5 -0.0 pp -0.0 pp +0.1 pp -0.1 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 14.2 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.635 43 13.5 7.9% 5 +1.9 pp +1.9 pp +2.5 pp +6.5 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 13.3 0.7% 5 +0.2 pp +0.5 pp +0.7 pp +0.7 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 13.1 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 12.8 0.2% 5 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 12.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 12.4 2.3% 5 +0.4 pp -1.0 pp -0.8 pp -0.7 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 12.4 0.2% 5 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Pearl Planning LLC CIK 0002100519 0.696 58 12.3 5.7% 2 +0.5 pp +5.7 pp +5.7 pp +5.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 11.4 3.2% 3 +2.4 pp +1.6 pp +3.2 pp +3.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.248 108 11.2 3.4% 5 +0.5 pp +0.6 pp +0.9 pp +0.7 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 10.8 2.8% 4 +1.5 pp +1.5 pp +1.8 pp +2.8 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 10.6 2.4% 5 +0.4 pp +0.5 pp +0.7 pp +0.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 10.2 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 9.7 4.1% 3 +0.6 pp +0.7 pp +4.1 pp +4.1 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 9.1 2.0% 5 -0.2 pp -0.2 pp +0.1 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 8.9 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 8.8 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 8.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 8.5 1.8% 5 +0.3 pp +0.6 pp +1.0 pp +1.4 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 8.5 3.7% 5 +0.4 pp +0.6 pp +0.9 pp +1.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 8.3 3.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 8.2 0.9% 4 +0.2 pp +0.3 pp +0.4 pp +0.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 8.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wright Wealth LLC CIK 0002046147 0.601 54 8.2 4.9% 2 +0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 8.0 3.3% 5 +0.2 pp +1.1 pp +1.3 pp +1.5 pp
☆Philadelphia Investment Partners, LLC CIK 0002131511 0.329 183 7.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Harbour Wealth Management Group, Inc. CIK 0002085855 0.293 89 7.7 5.2% 2 +1.1 pp +5.2 pp +5.2 pp +5.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 7.5 0.7% 5 +0.0 pp +0.4 pp +0.1 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 7.5 1.7% 4 +0.3 pp +0.8 pp +1.0 pp +1.7 pp
☆Womack Financial LLC CIK 0002107079 0.419 70 7.4 4.9% 6 +0.6 pp +0.8 pp +1.3 pp +1.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 6.9 0.1% 4 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 6.8 0.9% 5 -1.6 pp -1.7 pp -1.4 pp -1.1 pp
☆Avid Wealth Partners LLC CIK 0001992344 0.237 77 6.8 3.3% 3 +0.7 pp +1.7 pp +3.3 pp +3.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 6.7 0.8% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 6.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 6.2 2.9% 5 +0.4 pp +0.2 pp +0.7 pp +1.1 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 6.2 1.3% 4 +0.7 pp +0.8 pp +1.1 pp +1.3 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 6.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 6.0 3.6% 2 +0.5 pp +3.6 pp +3.6 pp +3.6 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 5.7 0.7% 4 +0.0 pp -0.2 pp +0.3 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 5.3 2.7% 2 +0.6 pp +2.7 pp +2.7 pp +2.7 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Oath Planning, LLC CIK 0002109944 0.590 71 5.1 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 4.4 2.7% 5 +0.4 pp +0.6 pp +0.8 pp +0.9 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 4.4 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 4.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 3.9 0.8% 4 +0.3 pp +0.5 pp +0.7 pp +0.8 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.8 0.3% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 3.8 1.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 3.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SeedSafe Financial LLC CIK 2149814 0.566 39 3.8 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 3.4 1.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Equity Wealth Partners, LLC CIK 0002097037 0.125 109 3.4 1.2% 3 -0.4 pp -0.2 pp +1.2 pp +1.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 3.3 1.2% 5 +0.3 pp +0.4 pp +0.5 pp +0.6 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 3.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Xena Financial Planning, LLC CIK 0002101744 0.604 38 3.2 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆Stillwater Private Wealth, LLC CIK 2137933 0.065 83 3.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 2.9 1.4% 3 +0.7 pp +1.4 pp +1.4 pp +1.4 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.9 0.2% 5 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tailwinds Wealth, LLC CIK 0002109222 0.022 89 2.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.7 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 2.6 0.5% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 2.6 2.0% 5 +0.3 pp +0.5 pp +1.0 pp +1.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 2.5 0.6% 3 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 2.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 2.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 2.2 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GERBER, LLC CIK 0002014164 0.601 96 2.1 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 2.1 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 2.0 1.2% 4 +0.3 pp +0.6 pp +0.8 pp +1.2 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.9 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 1.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 1.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.6 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 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
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -1.2 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
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +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% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆Willow Financial LLC CIK 0002077046 0.158 37 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MUHLENKAMP & CO INC CIK 0001133219 0.446 28 0.0 0.0% 0 -3.4 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
☆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 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
☆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
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 -0.0 pp -0.0 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 0.0 0.0% 0 -0.5 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 0.0 0.0% 0 +0.0 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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 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
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 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
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 +0.0 pp +0.0 pp -3.8 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
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.4 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -1.4 pp -1.2 pp -1.1 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
☆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
☆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
☆DEFINE FINANCIAL, LLC CIK 0002021320 0.850 47 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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