Signals

← Signals

☆FRDM

192 in-universe funds with a nonzero position in FRDM within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23601
Score / z-0.019 / -0.03
Consensus78.83 over 142 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 ▾
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 106.4 3.7% 2 -0.4 pp +3.7 pp +3.7 pp +3.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 64.7 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 60.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 52.0 7.4% 2 +0.1 pp +7.4 pp +7.4 pp +7.4 pp
☆Tanglewood Wealth Management, Inc. CIK 0001454308 0.812 44 49.5 4.6% 2 +0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 44.5 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 29.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 27.8 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Coyle Financial Counsel LLC CIK 0001593038 0.791 125 24.7 5.7% 2 +0.0 pp +5.7 pp +5.7 pp +5.7 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 23.0 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 22.3 7.0% 2 +1.1 pp +7.0 pp +7.0 pp +7.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 18.0 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 15.9 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Yardley Wealth Management LLC CIK 0002044323 0.760 37 14.5 8.1% 2 +0.2 pp +8.1 pp +8.1 pp +8.1 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 13.8 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 12.1 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 11.9 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 11.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 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 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 10.5 0.8% 4 -0.1 pp -0.2 pp -0.1 pp +0.8 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 9.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 9.4 1.9% 3 +0.2 pp +1.3 pp +1.9 pp +1.9 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 9.1 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 8.2 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 7.6 5.4% 2 +4.0 pp +5.4 pp +5.4 pp +5.4 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.247 108 6.8 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 6.1 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆QUARRY HILL ADVISORS, LLC CIK 0001965346 0.766 53 5.9 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 5.5 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 5.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 5.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Womack Financial LLC CIK 0002107079 0.418 70 4.8 3.6% 3 +0.4 pp +0.4 pp +3.6 pp +3.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 4.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 4.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 3.9 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 3.3 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lansing Street Advisors CIK 0001926571 0.417 166 3.1 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.1 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 2.8 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 2.7 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 2.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 1.9 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.7 0.1% 2 -1.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.457 91 1.7 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 1.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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% 3 -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% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.5 0.0% 2 -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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GS Investments, Inc. CIK 0001714590 0.093 133 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Degree Advisors Inc CIK 0002005743 0.619 82 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% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.3 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% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.2 0.0% 2 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.2 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 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% 2 +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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendel Money Management CIK 0001600585 0.195 127 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibson Capital, LLC CIK 0001427372 0.911 94 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 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% 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% 4 +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% 2 +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% 2 +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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 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% 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% 2 -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
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -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% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 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% 2 -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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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% 2 -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
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 0.0 0.0% 0 -0.1 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
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 -1.0 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
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -1.8 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
☆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
☆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
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -2.9 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
☆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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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