Signals

← Signals

☆FSK

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-08-20 8-K Item(s) 5.07
2026-08-13 8-K Item(s) 7.01
2026-08-06 8-K Item(s) 2.02, 7.01, 9.01
2026-07-09 8-K Item(s) 7.01, 9.01
2026-06-29 8-K Item(s) 1.01, 3.03, 5.03, 7.01, 8.01, 9.01
2026-06-18 8-K Item(s) 5.07
2026-06-08 8-K Item(s) 1.01, 2.03, 7.01, 9.01
2026-06-03 8-K Item(s) 1.01, 9.01
2026-06-02 8-K Item(s) 1.01, 9.01
2026-06-02 8-K Item(s) 7.01, 9.01

Flow ranking

Rank#779
Score / z0.131 / 0.20
Consensus145.40 over 306 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-21% / 1.3d

Forensics

Clean as of 2026Q2
Accrual ratio-0.068
F-score—
M-score—
Net issuance—
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 5
FiledFormItems
2026-08-20 8-K 5.07
2026-08-13 8-K 7.01
2026-08-06 8-K 2.02, 7.01, 9.01
2026-07-09 8-K 7.01, 9.01
2026-06-29 8-K 1.01, 3.03, 5.03, 7.01, 8.01, 9.01
2026-06-18 8-K 5.07
2026-06-08 8-K 1.01, 2.03, 7.01, 9.01
2026-06-03 8-K 1.01, 9.01
2026-06-02 8-K 1.01, 9.01
2026-06-02 8-K 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalDeteriorating
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 58.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.3 0.0% 2 -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 48.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 38.0 0.8% 3 -0.4 pp -0.2 pp +0.8 pp +0.8 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 37.3 14.3% 2 -3.0 pp +14.3 pp +14.3 pp +14.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 29.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 21.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARES MANAGEMENT LLC CIK 0001259313 0.823 44 19.1 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 17.5 0.4% 4 -0.2 pp -0.8 pp -0.5 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 14.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 14.7 1.0% 2 -1.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Kohlberg Kravis Roberts & Co. L.P. CIK 0001399770 0.972 99 14.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.0 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 14.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 13.4 5.2% 2 -2.5 pp +5.2 pp +5.2 pp +5.2 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 13.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 12.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 10.8 1.5% 2 +1.4 pp +1.5 pp +1.5 pp +1.5 pp
☆OBSIDIAN CIO, LLC CIK 0001843581 0.128 221 10.7 1.4% 2 -1.6 pp +1.4 pp +1.4 pp +1.4 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 10.6 1.8% 2 -0.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CastleKnight Management LP CIK 0001835751 0.112 402 9.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆North Ground Capital CIK 0002055446 0.078 33 9.2 5.6% 2 +5.2 pp +5.6 pp +5.6 pp +5.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GP Brinson Investments LLC CIK 0001860928 0.899 14 8.5 3.5% 2 -1.6 pp +3.5 pp +3.5 pp +3.5 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 8.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆M&G Plc CIK 0001802539 0.820 370 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 7.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 7.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 6.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 6.2 1.4% 2 -0.8 pp +1.4 pp +1.4 pp +1.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 6.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.8 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 5.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 4.5 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 4.3 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 4.2 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 3.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.382 69 3.7 2.5% 2 -1.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 3.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 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 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bulldog Investors, LLP CIK 0001504304 0.136 225 3.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 3.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGE ADVISORS, LLC CIK 0002032121 0.464 48 3.5 2.5% 2 -1.1 pp +2.5 pp +2.5 pp +2.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 3.4 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 3.1 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 3.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 2.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 2.8 2.0% 2 -1.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Parkwood LLC CIK 0001597823 0.291 71 2.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 2.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆AA Financial Advisors, LLC CIK 0002016899 0.439 230 2.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 2.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 2.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 2.6 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 2.6 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 2.5 1.7% 2 -1.3 pp +1.7 pp +1.7 pp +1.7 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 0.473 37 2.4 0.9% 2 -1.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.3 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 2.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.1 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 2.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.8 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 1.7 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 1.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.296 292 1.4 0.4% 2 -0.7 pp +0.4 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 1.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 1.3 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 1.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 1.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +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
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 4 -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
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆James Reed Financial Services, Inc. CIK 0001911052 0.859 19 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Knott David M Jr CIK 0001892770 0.419 84 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 -0.1 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -0.5 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
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canton Hathaway, LLC CIK 0001755785 0.678 283 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 0.0 0.0% 0 -4.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.2 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
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 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 FSK). Qtrs Held counts distinct quarters this fund has actually held FSK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FSK position size. Δ columns are the percentage-point change in FSK'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