Signals

← Signals

☆FSK

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

Flow ranking

Rank#629
Score / z0.261 / 0.22
Consensus132.06 over 265 funds
Momentumno 12m return

Price & positioning

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

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

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 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 ▾
☆OAK HILL ADVISORS LP CIK 0001164688 0.873 12 91.4 10.4% 2 +4.1 pp +10.4 pp +10.4 pp +10.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 44.9 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 37.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Saba Capital Management, L.P. CIK 0001510281 0.602 377 35.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Beach Point Capital Management LP CIK 0001453885 0.810 10 31.9 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 25.9 0.5% 5 -0.2 pp -0.3 pp -0.6 pp -0.5 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 25.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 23.1 10.3% 4 -2.8 pp -4.0 pp -7.0 pp +10.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 22.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 21.3 1.1% 3 +0.9 pp +0.9 pp +1.1 pp +1.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 17.5 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 15.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARES MANAGEMENT LLC CIK 0001259313 0.823 44 15.4 1.0% 4 -0.1 pp +0.1 pp -0.3 pp +1.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CastleKnight Management LP CIK 0001835751 0.112 402 14.2 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 13.6 1.0% 1 +1.0 pp +1.0 pp +0.8 pp +1.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 13.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 11.7 0.4% 6 -0.2 pp -0.1 pp -0.3 pp -0.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 11.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 10.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kohlberg Kravis Roberts & Co. L.P. CIK 0001399770 0.972 99 10.0 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 8.7 3.0% 4 -0.9 pp -2.1 pp -4.6 pp +3.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 8.1 0.6% 4 -0.3 pp -0.4 pp -1.5 pp +0.6 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 7.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.4 0.0% 4 -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 6.2 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 6.2 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 5.7 5.1% 4 +2.0 pp +3.1 pp +3.2 pp +5.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 5.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bulldog Investors, LLP CIK 0001504304 0.136 225 5.1 1.2% 3 -0.4 pp +0.3 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 4.5 0.8% 4 -0.8 pp -1.0 pp -1.8 pp +0.8 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 4.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.2 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 4.0 0.4% 4 -0.4 pp -1.0 pp -1.7 pp +0.4 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 3.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 3.5 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 3.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.2 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 3.2 0.5% 3 -0.9 pp -0.6 pp +0.5 pp +0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.9 0.4% 4 -0.1 pp -0.2 pp -0.6 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.6 0.4% 4 -0.2 pp -0.4 pp -0.7 pp +0.4 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 2.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 2.2 0.4% 3 +0.3 pp +0.3 pp +0.4 pp +0.4 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.2 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 2.2 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 2.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.1 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 1.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.9 1.5% 4 -0.6 pp -0.6 pp -1.6 pp +1.5 pp
☆Parkwood LLC CIK 0001597823 0.291 71 1.9 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 1.8 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 1.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 1.7 0.2% 4 -0.2 pp -0.2 pp -0.5 pp +0.2 pp
☆GraniteShares Advisors LLC CIK 0001839545 0.113 90 1.7 1.2% 4 -0.4 pp -0.0 pp -0.4 pp +1.2 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 1.6 0.2% 4 +0.0 pp -0.1 pp -0.4 pp +0.2 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.6 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 0.473 37 1.6 0.7% 4 -0.0 pp -0.2 pp -1.4 pp +0.7 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.5 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.5 0.8% 4 -0.7 pp -1.2 pp -1.1 pp +0.8 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 1.5 0.6% 4 -0.1 pp -0.1 pp -0.4 pp +0.6 pp
☆Atom Investors LP CIK 0001738902 0.004 818 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.4 0.3% 4 -0.1 pp -0.2 pp -0.4 pp +0.3 pp
☆Cerberus Capital Management, L.P. CIK 0001525907 0.977 11 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 1.3 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 1.3 0.3% 4 -0.1 pp +0.0 pp -0.1 pp +0.3 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.3 0.5% 4 -0.6 pp -0.3 pp -0.6 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 1.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.2 0.8% 4 -0.6 pp -0.9 pp -2.2 pp +0.8 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.1 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 1.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 1.0 0.8% 4 -0.2 pp -0.2 pp -0.3 pp +0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.9 0.2% 4 -0.1 pp -0.2 pp -0.5 pp +0.2 pp
☆AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.9 0.4% 4 -0.2 pp -0.2 pp -0.5 pp +0.4 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.8 0.1% 4 -0.3 pp -0.3 pp -0.7 pp +0.1 pp
☆Sterling Group Wealth Management, LLC CIK 0001852307 0.741 62 0.8 0.4% 4 +0.0 pp -0.2 pp -0.3 pp +0.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.8 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.8 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 0.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.6 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.6 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.6 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.6 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Titan Investment Management LLC CIK 0002112547 0.332 38 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.6 0.1% 4 -0.1 pp -0.2 pp -0.4 pp +0.1 pp
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☆ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.0 0.0% 0 -0.0 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
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.0 0.0% 0 -0.4 pp -0.8 pp -1.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 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
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Diameter Capital Partners LP CIK 0001727012 0.000 31 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 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
☆NCP Inc. CIK 0002023709 0.376 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.1 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
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 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 (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