Signals

FTC

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

Flow ranking

Rank#17426
Score / z0.000 / -0.02
Consensus71.47 over 134 funds
Momentumnot computed

Price & positioning

227 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
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 138.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 129.7 0.0% 5 +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 65.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 43.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 29.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 29.4 0.0% 5 +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 26.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 21.2 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 18.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 18.3 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 15.4 0.1% 5 +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 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 11.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 9.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LVZ, Inc. CIK 0001574408 0.888 177 5.1 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 4.2 2.9% 5 +0.4 pp +1.3 pp +1.3 pp +2.4 pp
Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.0 0.6% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
HFG Advisors, Inc. CIK 0001911087 0.294 117 4.0 2.5% 5 +0.3 pp +0.2 pp +0.2 pp +0.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 3.6 0.1% 5 -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 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.4 0.1% 6 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
IFS Group,LLC CIK 0002087139 0.013 87 3.2 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 2.9 0.8% 5 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 2.8 0.1% 5 -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 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 2.5 0.2% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 2.4 0.5% 4 +0.1 pp -0.0 pp +0.2 pp +0.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 2.1 0.4% 2 +0.0 pp +0.4 pp +0.0 pp -0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 2.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 2.0 0.9% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 1.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 1.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Beck Bode, LLC CIK 0001790548 0.122 104 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Z3 Capital Partners, LLC CIK 0002127787 0.319 192 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 1.0 0.7% 5 +0.2 pp +0.1 pp -1.7 pp -1.6 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.0 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 1.0 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Well Done, LLC CIK 0001667132 0.522 202 0.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.9 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
1776 Wealth LLC CIK 0001803140 0.442 152 0.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.7 0.4% 5 +0.1 pp +0.0 pp -1.0 pp -1.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.7 0.0% 5 -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% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 0.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.5 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 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 0.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GERMAN AMERICAN BANCORP, INC. (GABC) CIK 0000714395 0.739 156 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bawa N Mallick Trust CIK 0002040013 0.643 78 0.4 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkwoods Wealth Partners, LLC CIK 0002042772 0.424 168 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Sylvest Advisors, LLC CIK 0002044121 0.653 78 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WealthTrust Asset Management, LLC CIK 0001867894 0.363 111 0.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 0.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 0.3 0.1% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cushing Capital Partners, LLC CIK 0002054827 0.293 99 0.3 0.2% 5 +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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Strid Group, LLC CIK 0001625800 0.894 93 0.3 0.0% 5 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M3 Advisory Group, LLC CIK 0002014826 0.333 156 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Core Wealth Partners LLC CIK 0001965078 0.199 189 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.659 265 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ABLE Financial Group, LLC CIK 0001977500 0.399 222 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PlanVest Financial, Inc CIK 0002135239 0.242 597 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pillar Financial Advisors, LLC CIK 0002054958 0.757 114 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.327 531 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 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
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 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
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.0 0.0% 0 -0.5 pp -0.6 pp -0.6 pp -0.6 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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 -0.1 pp -0.2 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
G&S Capital LLC CIK 0001731448 0.138 152 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
TKG Advisors, LLC CIK 0001843275 0.189 94 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Xcel Wealth Management, LLC CIK 0001791002 0.303 139 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 FTC). Qtrs Held counts distinct quarters this fund has actually held FTC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTC position size. Δ columns are the percentage-point change in FTC'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