Signals

← Signals

☆FTGC

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

Flow ranking

Rank#17437
Score / z0.000 / -0.02
Consensus91.99 over 180 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)
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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 ▾
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 588.7 0.1% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 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 285.7 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 202.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 147.9 0.2% 6 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 89.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 45.2 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 43.8 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 38.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 37.5 1.1% 4 -0.1 pp +0.4 pp +0.7 pp +1.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 31.3 1.5% 5 -0.2 pp +0.3 pp +0.2 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 26.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 26.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 25.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 24.4 1.0% 5 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 21.3 4.4% 5 +0.5 pp +2.2 pp +1.8 pp +2.5 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 20.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 19.4 0.5% 2 -0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 18.7 2.8% 5 -1.9 pp -1.4 pp -1.5 pp -0.6 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 18.0 2.2% 5 +0.5 pp +0.6 pp +0.9 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 15.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 15.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 13.8 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 10.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 10.3 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 10.2 0.2% 1 +0.2 pp +0.1 pp +0.0 pp +0.0 pp
☆Solitude Financial Services CIK 0001839890 0.859 41 9.2 2.5% 5 -0.3 pp -0.1 pp -0.3 pp -0.3 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 8.8 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 8.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 8.7 0.1% 4 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 8.6 1.7% 5 -0.4 pp -0.2 pp -0.8 pp -1.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 7.7 0.9% 1 +0.9 pp +0.9 pp -0.3 pp -0.3 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 7.6 0.9% 5 -0.6 pp +0.1 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 7.3 2.5% 5 -0.2 pp -1.6 pp -2.1 pp -2.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 7.3 0.2% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 7.0 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 6.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 6.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.2 0.0% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 5.8 1.0% 5 -0.2 pp -0.5 pp -0.6 pp -0.5 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 5.7 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 5.6 5.6% 5 -2.2 pp -1.0 pp -0.5 pp -1.7 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 5.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 4.8 0.5% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.279 64 3.8 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 3.6 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.3 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.2 0.0% 5 -0.1 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 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 2.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.4 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 2.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corundum Group, Inc. CIK 0001486083 0.540 112 2.3 0.7% 5 -0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 2.3 3.2% 5 -0.5 pp +1.9 pp +0.0 pp -1.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 2.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 2.0 1.2% 6 +0.2 pp +0.8 pp +0.8 pp +0.9 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 1.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.9 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.9 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 1.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 1.8 0.2% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆Gerald Baker Financial Group LLC CIK 0002133489 0.454 126 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 1.7 1.5% 1 +1.5 pp +1.5 pp -0.2 pp -0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 1.7 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARWA LLC CIK 0002113621 0.167 139 1.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 1.6 0.3% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.5 0.3% 5 -0.1 pp -0.1 pp -0.4 pp -1.2 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.5 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 1.5 0.8% 5 -0.2 pp +0.1 pp -0.0 pp -0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.4 0.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 1.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 1.4 0.6% 3 -0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 1.3 0.7% 5 -0.2 pp -0.2 pp -0.4 pp -0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.3 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 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.2 0.4% 5 -0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 1.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 1.2 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.2 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 1.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 1.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 1.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 1.0 0.4% 5 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 1.0 0.2% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 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 -0.1 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.7 0.6% 5 -0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.6 0.2% 6 -1.9 pp -1.0 pp -1.2 pp -1.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.6 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 0.6 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.6 0.6% 1 +0.6 pp -0.1 pp -0.3 pp -0.3 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 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
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp -0.1 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
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -1.9 pp -2.0 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
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 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
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆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
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 0.0 0.0% 0 -0.4 pp +0.0 pp -0.6 pp -0.6 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 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 FTGC). Qtrs Held counts distinct quarters this fund has actually held FTGC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTGC position size. Δ columns are the percentage-point change in FTGC'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