Signals

← Signals

☆FTLS

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

Flow ranking

Rank#17578
Score / z0.000 / -0.02
Consensus92.50 over 180 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆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 436.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 197.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 179.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 174.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 61.4 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 45.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 43.2 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 41.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 39.0 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 34.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 34.3 0.6% 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 32.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 25.1 0.7% 3 +0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 18.4 2.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.6 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 16.1 2.8% 5 -0.1 pp -1.5 pp -1.7 pp -1.9 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 15.6 3.5% 5 -0.3 pp -0.3 pp -0.4 pp -0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 13.4 2.2% 5 -0.3 pp -0.3 pp -0.5 pp -0.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.8 0.0% 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 12.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 12.3 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 11.3 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 9.7 1.5% 5 -0.4 pp -0.5 pp -0.6 pp -0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 9.7 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 9.3 0.2% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 8.3 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 8.0 0.4% 5 -0.1 pp -0.4 pp -0.6 pp -0.6 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 7.8 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 7.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 7.5 4.2% 5 -0.2 pp +0.2 pp +0.4 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 7.0 3.8% 5 -0.0 pp -0.1 pp +0.4 pp -0.1 pp
☆FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 6.7 3.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 6.7 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 6.6 0.7% 5 -0.0 pp -0.4 pp -0.3 pp -0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 6.2 1.9% 5 -0.2 pp +0.1 pp +0.5 pp +0.8 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 6.1 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.9 0.2% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 5.8 0.7% 5 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 5.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.9 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 4.7 1.1% 7 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 4.7 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 4.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Guilbault Capital LLC CIK 0002134737 0.306 73 4.1 4.2% 2 -0.5 pp +4.2 pp +4.2 pp +4.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.9 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 3.8 2.7% 5 -0.4 pp -0.1 pp -0.3 pp -0.9 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 3.7 1.6% 3 -0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 3.7 2.2% 5 +0.3 pp +0.0 pp -0.1 pp -0.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 3.4 0.6% 5 +0.0 pp +0.1 pp -0.1 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.4 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 3.4 0.6% 5 -0.3 pp -0.4 pp -0.4 pp -0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 3.4 0.2% 5 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.3 0.0% 5 -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 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 3.2 0.5% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 2.9 1.2% 5 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 2.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Forum Finance Group S.A. CIK 0002133354 0.102 344 2.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 2.5 0.6% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 2.1 0.5% 5 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
☆VIAWEALTH, LLC CIK 0001965401 0.191 167 2.1 1.1% 5 -1.0 pp -1.4 pp -1.5 pp -1.7 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 2.1 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAUREL OAK WEALTH MANAGEMENT, LLC CIK 0002111403 0.378 383 2.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.9 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 1.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.8 0.4% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
☆World Investment Advisors CIK 0001652594 0.670 1523 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 1.4 0.4% 6 -0.0 pp -0.4 pp -0.5 pp -0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.3 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.3 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 1.3 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.301 102 1.3 1.1% 3 +0.1 pp +0.7 pp +1.1 pp +1.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 1.2 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 1.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 1.0 0.8% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 1.0 0.6% 5 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stillwater Private Wealth, LLC CIK 2137933 0.065 83 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.9 0.0% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.6 0.7% 3 -0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆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
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 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 +0.0 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 -0.1 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -0.6 pp -0.5 pp -0.3 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
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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
☆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
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 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 FTLS). Qtrs Held counts distinct quarters this fund has actually held FTLS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTLS position size. Δ columns are the percentage-point change in FTLS'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