Signals

← Signals

☆FTSL

344 in-universe funds with a nonzero position in FTSL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#941
Score / z0.076 / 0.11
Consensus91.41 over 194 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+35% / 1.0d ⚡

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 209.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 93.4 0.0% 2 -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 89.5 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 83.5 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 71.7 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 69.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 52.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 52.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 34.8 4.4% 2 -2.4 pp +4.4 pp +4.4 pp +4.4 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 31.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 30.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 28.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 27.2 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 26.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆TL Private Wealth CIK 0001802868 0.876 54 23.6 9.5% 2 +0.8 pp +9.5 pp +9.5 pp +9.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 18.8 2.8% 2 +0.2 pp +2.8 pp +2.8 pp +2.8 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 17.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 14.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 14.2 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 14.1 3.2% 2 -0.6 pp +3.2 pp +3.2 pp +3.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 13.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 10.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 9.5 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 8.5 5.4% 2 -0.2 pp +5.4 pp +5.4 pp +5.4 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 8.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 7.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 7.4 1.6% 2 -0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 7.0 4.6% 2 +0.3 pp +4.6 pp +4.6 pp +4.6 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 6.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 6.8 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 6.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 6.6 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 6.6 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 6.0 3.2% 2 -0.5 pp +3.2 pp +3.2 pp +3.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 5.8 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 5.7 2.9% 2 -1.3 pp +2.9 pp +2.9 pp +2.9 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 5.6 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 5.2 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 4.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 4.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 4.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 3.8 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.8 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 3.7 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 3.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 3.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 3.3 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 3.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 2.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 2.5 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆First Financial Group Corp CIK 0002054920 0.407 81 2.4 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 2.4 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 2.4 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 2.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 2.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 2.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 1.9 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 1.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.9 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.7 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 1.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 1.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 1.6 0.8% 2 -0.9 pp +0.8 pp +0.8 pp +0.8 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.6 0.0% 2 -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 1.6 0.0% 2 -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% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 1.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 1.2 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -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 +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆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
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 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
☆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
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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 +0.0 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 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 FTSL). Qtrs Held counts distinct quarters this fund has actually held FTSL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTSL position size. Δ columns are the percentage-point change in FTSL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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