Signals

FSSL

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

Flow ranking

Rank#1313
Score / z0.027 / 0.01
Consensus93.61 over 179 funds
Momentumnot computed

Price & positioning

188 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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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)
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
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 41.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 32.3 9.9% 3 -2.0 pp +0.1 pp +9.9 pp +9.9 pp
OAK HILL ADVISORS LP CIK 0001164688 0.873 12 32.0 4.6% 3 +0.6 pp -1.8 pp +4.6 pp +4.6 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 31.2 1.5% 3 +0.0 pp +0.6 pp +1.5 pp +1.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 18.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 15.1 0.0% 3 +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 14.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Ground Capital CIK 0002055446 0.078 33 9.1 10.9% 3 +7.2 pp +10.0 pp +10.9 pp +10.9 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Almitas Capital LLC CIK 0001596468 0.265 130 6.0 1.4% 3 +0.7 pp -1.1 pp +1.4 pp +1.4 pp
Matisse Capital CIK 0001668256 0.148 158 5.8 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 5.6 0.0% 3 -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 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.4 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 1.9 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Saba Capital Management, L.P. CIK 0001510281 0.602 377 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 1.4 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
COFG Advisors, LLC CIK 0002104330 0.221 319 1.4 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 1.2 0.7% 3 -0.3 pp -0.7 pp +0.7 pp +0.7 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 1.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.9 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 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.8 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
JB Capital LLC CIK 0001879371 0.629 280 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 3 -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 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.6 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 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Plancorp, LLC CIK 0001599579 0.797 425 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.4 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 3 -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
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Hopwood Nicholas Hunter CIK 2091827 0.343 131 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 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% 3 -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
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarion Wealth Managment Partners, LLC CIK 0002081211 0.367 87 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Inspire Advisors, LLC CIK 0001810558 0.441 725 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arista Wealth Management, LLC CIK 0001964758 0.707 266 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.1 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Paladin Partners, LLC CIK 2141570 0.611 214 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.1 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 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 3 -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
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 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 FSSL). Qtrs Held counts distinct quarters this fund has actually held FSSL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FSSL position size. Δ columns are the percentage-point change in FSSL'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