Signals

← Signals

☆FTSL

358 in-universe funds with a nonzero position in FTSL within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#980
Score / z0.076 / 0.10
Consensus85.97 over 169 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 193.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 91.3 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 83.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 81.5 4.9% 2 +4.4 pp +4.9 pp +4.9 pp +4.9 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 80.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 71.1 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 64.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 57.9 1.7% 3 +0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 50.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 36.0 4.5% 3 +0.1 pp -2.4 pp +4.5 pp +4.5 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 32.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 29.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 28.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 26.2 1.7% 3 -0.1 pp -0.1 pp +1.7 pp +1.7 pp
☆TL Private Wealth CIK 0001802868 0.876 54 24.6 9.5% 3 +0.0 pp +0.8 pp +9.5 pp +9.5 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 20.6 2.9% 3 +0.1 pp +0.3 pp +2.9 pp +2.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 18.5 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 18.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 15.0 4.5% 3 +0.3 pp +0.1 pp +4.5 pp +4.5 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 14.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 14.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 14.2 3.2% 3 -0.0 pp -0.6 pp +3.2 pp +3.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 11.6 6.6% 3 +1.9 pp +2.2 pp +6.6 pp +6.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 10.6 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 9.7 0.8% 3 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 9.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 8.9 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 8.3 5.3% 3 -0.1 pp -0.3 pp +5.3 pp +5.3 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 8.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 7.5 2.8% 3 +0.8 pp +0.9 pp +2.8 pp +2.8 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 7.4 1.4% 3 -0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 7.3 1.6% 3 -0.0 pp -0.4 pp +1.6 pp +1.6 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 7.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 7.1 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 6.2 3.3% 3 +0.0 pp -0.5 pp +3.3 pp +3.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 6.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 5.9 4.5% 3 +0.0 pp -0.1 pp +4.5 pp +4.5 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 5.8 1.2% 3 -0.2 pp -0.0 pp +1.2 pp +1.2 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 5.8 2.3% 3 -0.1 pp -0.4 pp +2.3 pp +2.3 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 5.7 1.3% 3 +0.2 pp +0.3 pp +1.3 pp +1.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 5.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 5.2 2.7% 3 -0.2 pp -1.4 pp +2.7 pp +2.7 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 4.4 1.2% 3 -0.6 pp -0.7 pp +1.2 pp +1.2 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 4.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 4.0 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 3.9 2.6% 1 +2.6 pp -0.2 pp +2.6 pp +2.6 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 3.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 3.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 3.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 3.6 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 3.5 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 3.4 1.0% 3 -0.5 pp -0.6 pp +1.0 pp +1.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.0 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 3.0 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 2.6 0.9% 3 +0.2 pp +0.1 pp +0.9 pp +0.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 2.5 2.1% 3 +0.0 pp -0.2 pp +2.1 pp +2.1 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 2.4 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 2.4 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 2.2 0.6% 3 -0.2 pp -0.1 pp +0.6 pp +0.6 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 1.9 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.9 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 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.9 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 1.8 0.5% 3 +0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 1.8 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 1.8 0.9% 3 -0.4 pp -0.8 pp +0.9 pp +0.9 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.7 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 3 -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% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 1.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.5 0.0% 3 +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% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 1.5 0.8% 3 -0.0 pp -0.9 pp +0.8 pp +0.8 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.5 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.4 0.7% 3 -0.5 pp -0.4 pp +0.7 pp +0.7 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.4 0.3% 4 -0.1 pp -0.2 pp -0.3 pp +0.3 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.4 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 1.3 1.0% 3 -0.3 pp -0.4 pp +1.0 pp +1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.2 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.1 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 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 1.1 1.4% 3 -0.4 pp -0.6 pp +1.4 pp +1.4 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 1.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.0 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 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 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 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 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆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
☆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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 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
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
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☆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
☆Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 -1.6 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆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
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 -0.2 pp -0.2 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
☆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
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 0.0 0.0% 0 -0.7 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
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -1.8 pp -1.9 pp +0.0 pp +0.0 pp
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☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.4 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
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☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.0 0.0% 0 -1.5 pp -1.5 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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