Signals

← Signals

☆FRDM

155 in-universe funds with a nonzero position in FRDM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23054
Score / z-0.014 / -0.04
Consensus65.55 over 118 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 96.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 58.1 0.0% 1 +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 51.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 46.1 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 44.8 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 39.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 26.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 25.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 21.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 21.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 17.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 16.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 15.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 14.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 14.5 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 10.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 10.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 10.1 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 9.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 8.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 7.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 7.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 7.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 7.2 1.7% 2 +1.1 pp +1.7 pp +1.7 pp +1.7 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 7.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.247 108 6.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 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 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 5.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 5.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 4.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 3.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 3.5 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 3.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 2.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 2.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 1.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.457 91 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.5 0.0% 1 +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 0.5 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 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.4 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GS Investments, Inc. CIK 0001714590 0.093 133 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.2 0.0% 1 +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% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 +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% 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% 1 +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% 1 +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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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% 1 +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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -2.9 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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