Signals

← Signals

☆FSCO

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

Flow ranking

Rank#778
Score / z0.150 / 0.17
Consensus97.36 over 193 funds
Momentumno 12m return

Price & positioning

226 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

Negative / total0 / 3
FiledFormItems
2026-09-09 8-K 8.01
2026-08-07 8-K 5.07
2026-08-05 8-K 2.02, 7.01, 9.01
2026-04-28 8-K 2.02, 7.01, 9.01
2026-04-22 8-K 8.01
2026-02-06 8-K 2.02, 7.01, 9.01
2025-12-30 8-K 5.02
2025-11-13 8-K 8.01
2025-10-22 8-K 2.02, 7.01, 9.01
2025-10-21 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 27.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 23.4 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 18.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 15.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.383 69 14.9 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 12.1 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 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.1 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 6.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bensler, LLC CIK 0001965941 0.354 198 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 2.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 1.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.8 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 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital CS Group, LLC CIK 0001830008 0.055 59 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OxenFree Capital LLC CIK 0002009781 0.658 56 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironwood Financial, llc CIK 0001630360 0.525 179 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GERBER, LLC CIK 0002014164 0.601 96 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 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
☆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
☆Spire Wealth Management CIK 0001858740 0.515 2226 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 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
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 1 +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
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +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
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 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
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 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 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 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 FSCO). Qtrs Held counts distinct quarters this fund has actually held FSCO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FSCO position size. Δ columns are the percentage-point change in FSCO'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