Signals

← Signals

☆FTSL

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

Flow ranking

Rank#1025
Score / z0.080 / 0.08
Consensus88.43 over 179 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 220.0 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 124.7 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 74.7 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 67.3 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 65.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 64.5 1.8% 5 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 64.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 58.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 42.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 39.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 34.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 29.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 28.5 3.8% 1 +3.8 pp +3.8 pp -0.5 pp -0.9 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 26.7 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 26.6 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TL Private Wealth CIK 0001802868 0.876 54 26.0 9.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.8 pp
☆Hikari Tsushin, Inc. CIK 0001423673 0.938 76 25.5 1.7% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 21.0 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 19.7 2.4% 5 -0.3 pp -0.4 pp -0.3 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 16.9 0.0% 6 +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 16.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 16.1 3.2% 5 -0.3 pp +0.1 pp +0.0 pp -0.5 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 14.7 3.9% 5 -0.4 pp -0.6 pp -0.3 pp -0.5 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 11.3 6.5% 5 -0.0 pp -0.1 pp +1.8 pp +2.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 10.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 9.5 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 9.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 8.8 2.9% 5 +2.1 pp +0.1 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 8.0 0.5% 5 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 7.9 1.3% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 7.4 1.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 7.0 1.3% 5 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 7.0 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 6.4 1.3% 5 -0.1 pp -0.0 pp +0.2 pp +0.3 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 6.4 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 6.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 6.2 2.0% 5 -0.1 pp -0.3 pp -0.4 pp -0.7 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 6.1 4.2% 5 -0.3 pp -0.3 pp -0.3 pp -0.4 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 5.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 4.7 3.2% 2 -0.3 pp +3.2 pp +3.2 pp +3.2 pp
☆Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 4.5 2.0% 5 -1.6 pp -1.3 pp -1.2 pp -1.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WMS Group LLC CIK 0002113632 0.236 57 4.5 5.8% 2 -0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 4.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 4.0 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 3.9 0.4% 4 -0.1 pp -4.5 pp -0.1 pp +0.4 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 3.9 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 3.9 1.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 3.8 2.4% 3 -0.4 pp -0.2 pp +2.4 pp -0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 3.4 1.5% 2 -0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆Oder Investment Management, LLC CIK 0001845109 0.230 113 3.4 2.3% 5 -0.3 pp -0.2 pp -0.4 pp -0.4 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 3.4 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 3.2 0.9% 5 -0.1 pp -0.2 pp -0.6 pp -0.8 pp
☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 3.0 1.7% 2 -0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆FLAGSTAR SECURITIES, INC CIK 0001117233 0.242 177 3.0 0.9% 5 -0.2 pp -0.1 pp -0.0 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 2.9 4.2% 5 -0.3 pp -0.3 pp -0.2 pp -2.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 2.9 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.8 0.4% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 2.7 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Financial Group Corp CIK 0002054920 0.406 81 2.4 1.8% 5 -0.3 pp -0.4 pp -0.4 pp -0.5 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 2.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.1 0.4% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 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% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.0 0.0% 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 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 2.0 0.6% 5 -0.3 pp -0.3 pp -0.1 pp -0.2 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 2.0 0.5% 5 -0.1 pp -0.2 pp -0.4 pp -0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 2.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 1.8 0.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 1.8 0.7% 5 -0.1 pp +0.0 pp -0.5 pp -0.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 1.7 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 1.7 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 1.6 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Yanni & Associates Investment Advisors, LLC CIK 0002109644 0.706 34 1.6 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 1.6 0.6% 1 +0.6 pp +0.6 pp -0.2 pp -0.3 pp
☆Coastwise Capital Group, LLC CIK 0001934500 0.126 143 1.5 0.9% 5 -0.0 pp +0.0 pp -0.4 pp -0.8 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.4 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.3 0.2% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.0% 6 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 1.2 1.9% 1 +1.9 pp +1.4 pp -0.1 pp +1.9 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 1.2 0.5% 6 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.1 0.5% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 1.1 0.2% 5 -0.1 pp -0.9 pp -1.5 pp -1.6 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 1.0 0.5% 5 -0.2 pp -0.3 pp -0.3 pp -1.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 1.0 0.7% 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
☆Sandro Wealth Management LLC CIK 0002107860 0.193 103 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.9 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 0.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.8 0.8% 1 +0.8 pp -0.6 pp -0.9 pp -1.1 pp
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☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.0 0.0% 0 +0.0 pp -5.3 pp -5.4 pp -5.6 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.5 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.0 0.0% 0 -0.4 pp -0.6 pp -0.6 pp -0.6 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
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -1.9 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
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 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
☆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
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 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 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 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
☆CWM, LLC CIK 0001535847 0.788 5645 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
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 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
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -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 0.0 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
☆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
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 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
☆Hilltop National Bank CIK 0002021658 0.280 805 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
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 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
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -1.0 pp -1.3 pp -1.4 pp
☆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
☆JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 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 +0.0 pp +0.0 pp -0.2 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
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp -0.1 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
☆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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 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
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 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
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 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
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.4 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.438 275 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Heritage Bank, FSB CIK 0001906805 0.811 53 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUMMIT INVESTMENT ADVISORS, INC. CIK 0002055275 0.481 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 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
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 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
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 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
☆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
☆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
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 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
☆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
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 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
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 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 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp -0.2 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
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.7 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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
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 (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