Signals

← Signals

☆FSCO

359 in-universe funds with a nonzero position in FSCO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22264
Score / z-0.009 / -0.03
Consensus86.29 over 171 funds
Momentumnot computed

Price & positioning

226 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

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 ▾
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 31.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 20.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 19.8 0.4% 4 -0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 18.8 6.4% 4 +2.3 pp +4.1 pp -2.0 pp +6.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 18.2 0.3% 4 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 17.7 3.6% 4 +3.1 pp +2.8 pp +0.2 pp +3.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.383 69 10.2 8.1% 4 -0.6 pp -1.9 pp -4.8 pp +8.1 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.1 0.0% 4 -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 7.7 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Matisse Capital CIK 0001668256 0.148 158 5.8 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 4.5 0.8% 4 -0.1 pp -0.3 pp -0.4 pp +0.8 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 4.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.0 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 0.108 112 2.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆North Ground Capital CIK 0002055446 0.078 33 2.7 3.2% 2 +3.1 pp +3.2 pp +3.2 pp +3.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 2.2 1.1% 3 -0.1 pp +0.6 pp +1.1 pp +1.1 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 2.2 1.1% 4 +0.2 pp +0.7 pp +0.7 pp +1.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 1.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.8 1.2% 4 -0.1 pp -0.2 pp -0.3 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Fund Advisors of America Inc/FL CIK 0002116327 0.135 120 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 1.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Miller Global Investments, LLC CIK 0002099097 0.052 295 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.8 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.7 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 0.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strong Retirement Solutions LLC CIK 0002111795 0.258 82 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.3 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.3 0.2% 4 -0.1 pp -0.1 pp -0.3 pp +0.2 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 0.3 0.2% 4 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Partners, Ltd. CIK 0002027921 0.264 88 0.2 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.2 0.1% 4 -0.0 pp -0.1 pp -0.2 pp +0.1 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundry Financial Group, Inc. CIK 0002007960 0.561 80 0.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MFA Wealth Services CIK 0001989379 0.288 134 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Souders Financial Advisors CIK 0001811240 0.482 224 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 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
☆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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Kercheville Advisors, LLC CIK 0001890748 0.215 108 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 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
☆Capital CS Group, LLC CIK 0001830008 0.055 59 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.0 0.0% 0 +0.0 pp -0.6 pp -0.4 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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