Signals

← Signals

☆FSK

689 in-universe funds with a nonzero position in FSK within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#497
Score / z0.370 / 0.43
Consensus116.41 over 236 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 / 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 12 119.4 17.0% 3 +6.6 pp +10.7 pp +17.0 pp +17.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 60.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 56.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 52.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 51.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Saba Capital Management, L.P. CIK 0001510281 0.602 377 44.3 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 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 30.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 28.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Silver Point Capital L.P. CIK 0001332784 0.853 14 28.6 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 26.6 0.5% 6 -0.1 pp -0.3 pp -0.3 pp -0.7 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 22.4 9.6% 5 -0.8 pp -3.6 pp -4.8 pp -7.8 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 22.2 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.3 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 19.8 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 16.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 15.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beach Point Capital Management LP CIK 0001453885 0.810 10 12.8 5.0% 2 -7.6 pp +5.0 pp +5.0 pp +5.0 pp
☆CastleKnight Management LP CIK 0001835751 0.112 402 12.4 0.5% 4 -0.2 pp +0.0 pp -0.0 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 11.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kohlberg Kravis Roberts & Co. L.P. CIK 0001399770 0.972 99 10.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Lalia Capital, LLC CIK 0002106818 0.475 15 9.7 4.7% 2 +4.5 pp +4.7 pp +4.7 pp +4.7 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 9.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 8.9 3.0% 5 -0.0 pp -0.9 pp -2.1 pp -4.6 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.0 0.1% 7 -0.2 pp -0.4 pp -0.3 pp -0.5 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 7.5 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 7.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 6.9 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 6.8 0.5% 5 -0.2 pp -0.5 pp -0.6 pp -1.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 5.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Palliser Capital (UK) Ltd CIK 0001881490 0.145 23 5.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 5.0 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 4177 4.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 3.8 0.3% 5 -0.1 pp -0.4 pp -1.1 pp -1.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.6 0.1% 1 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 3.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 3.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 3.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.2 0.0% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 3.2 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.1 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.6 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 3.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 2.7 0.4% 5 -0.0 pp -0.2 pp -0.4 pp -0.7 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 2.6 0.4% 4 -0.1 pp -1.0 pp -0.7 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 2.4 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 2.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 2.2 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.2 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.0 1.3% 5 +0.1 pp -0.4 pp +0.1 pp -0.4 pp
☆Parkwood LLC CIK 0001597823 0.291 71 2.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Significant Wealth Partners LLC CIK 0001964680 0.130 116 1.9 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Alpha Wealth Funds, LLC CIK 0002059327 0.680 60 1.9 1.2% 1 +1.2 pp -0.5 pp +0.5 pp +0.1 pp
☆RIK SAYLOR FINANCIAL, INC. CIK 0002045268 0.214 89 1.9 1.2% 5 -0.2 pp -0.8 pp -0.8 pp -1.8 pp
☆ARES MANAGEMENT LLC CIK 0001259313 0.823 44 1.8 0.1% 5 -0.9 pp -1.0 pp -0.8 pp -1.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.8 0.0% 3 +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 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 1.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 1.7 0.6% 5 +0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pavaki Capital Management LLC CIK 2143027 0.103 132 1.7 1.0% 2 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.6 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 1.6 0.0% 2 +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 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 0.473 37 1.6 0.6% 5 -0.2 pp -0.2 pp -0.3 pp -1.6 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 1.6 0.2% 5 -0.0 pp -0.2 pp -0.3 pp -0.5 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.6 0.2% 5 -0.5 pp -1.4 pp -1.5 pp -2.3 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cerberus Capital Management, L.P. CIK 0001525907 0.977 11 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.4 0.2% 5 -0.0 pp -0.2 pp -0.2 pp -0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.3 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FAMILY WEALTH PARTNERS, LLC CIK 0002016217 0.580 109 1.3 0.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.2 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 1.2 0.2% 4 -0.0 pp -0.2 pp -0.2 pp +0.2 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 1.2 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 1.1 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 1.1 0.3% 5 -0.2 pp -0.8 pp -0.5 pp -0.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 1.1 0.8% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 6 -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 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.0 0.5% 5 -0.2 pp -0.9 pp -1.2 pp -2.5 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.9 0.1% 5 -0.0 pp -0.1 pp -0.2 pp -0.5 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.8 0.0% 5 +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% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.8 0.3% 5 -0.1 pp -0.3 pp -0.3 pp -0.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.8 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 0.8 0.0% 5 -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% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 0.8 0.1% 5 -0.0 pp -0.3 pp -0.4 pp -0.7 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 0.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.7 0.0% 5 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 0.7 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆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
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆GP Brinson Investments LLC CIK 0001860928 0.899 14 0.0 0.0% 0 +0.0 pp +0.0 pp -3.5 pp -5.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Adams Asset Advisors, LLC CIK 0001386929 0.524 88 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆North Ground Capital CIK 0002055446 0.078 33 0.0 0.0% 0 -0.3 pp -6.6 pp -5.6 pp -0.4 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 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 +0.0 pp -0.1 pp +0.0 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Diameter Capital Partners LP CIK 0001727012 0.000 31 0.0 0.0% 0 +0.0 pp -3.5 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
☆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
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.4 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 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
☆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
☆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
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 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
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 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
☆Rydar Equities, Inc. CIK 0002065487 0.195 107 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 0.0 0.0% 0 -1.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 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 -0.2 pp
☆Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 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 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 +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% 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
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆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
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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