Signals

← Signals

☆FTSM

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

Flow ranking

Rank#24062
Score / z-0.166 / -0.25
Consensus95.11 over 207 funds
Momentumno 12m return

Price & positioning

170 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 797.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 561.6 0.2% 2 -0.0 pp +0.2 pp +0.2 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 466.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 189.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 176.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 150.8 0.0% 3 -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 145.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 111.5 5.3% 2 +0.4 pp +5.3 pp +5.3 pp +5.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 106.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 70.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 66.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 62.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 51.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 44.7 18.7% 2 -15.5 pp +18.7 pp +18.7 pp +18.7 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 37.2 11.2% 2 -1.2 pp +11.2 pp +11.2 pp +11.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 36.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 33.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 29.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 27.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 25.1 1.7% 2 +0.4 pp +1.7 pp +1.7 pp +1.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 24.2 2.6% 2 -0.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 23.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆&PARTNERS CIK 0000107136 0.806 2509 21.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 21.7 0.6% 2 -0.7 pp +0.6 pp +0.6 pp +0.6 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 21.7 3.9% 2 -0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 20.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 20.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 19.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 19.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 18.0 4.7% 2 -0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 17.4 7.5% 2 -0.1 pp +7.5 pp +7.5 pp +7.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 17.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 15.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 15.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 15.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 15.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 15.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 14.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 14.6 0.8% 3 -0.0 pp -0.4 pp +0.8 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 14.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 14.2 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 14.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 13.2 3.2% 2 -1.4 pp +3.2 pp +3.2 pp +3.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 13.0 0.6% 3 -0.1 pp -0.5 pp +0.6 pp +0.6 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 12.9 6.0% 2 -0.3 pp +6.0 pp +6.0 pp +6.0 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 12.9 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 12.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 12.3 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 11.9 6.9% 2 -0.4 pp +6.9 pp +6.9 pp +6.9 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 11.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 11.4 1.5% 2 +1.1 pp +1.5 pp +1.5 pp +1.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 10.9 6.9% 2 -0.2 pp +6.9 pp +6.9 pp +6.9 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 10.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 10.8 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.549 69 10.0 5.5% 2 -0.2 pp +5.5 pp +5.5 pp +5.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 9.4 5.8% 2 -0.9 pp +5.8 pp +5.8 pp +5.8 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 9.1 4.1% 2 -0.6 pp +4.1 pp +4.1 pp +4.1 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 9.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 9.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 8.9 1.2% 2 +0.9 pp +1.2 pp +1.2 pp +1.2 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 8.8 3.4% 2 -2.0 pp +3.4 pp +3.4 pp +3.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.6 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 8.6 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 8.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 8.5 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 8.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.446 137 8.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 7.8 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 7.4 4.7% 2 -2.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 7.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 7.1 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 7.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 7.0 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 7.0 2.7% 2 -1.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 6.6 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 6.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 6.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 5.9 1.7% 2 -1.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 5.9 4.6% 2 -0.3 pp +4.6 pp +4.6 pp +4.6 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 5.8 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 5.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 5.8 2.5% 2 -1.7 pp +2.5 pp +2.5 pp +2.5 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 5.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 5.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 4.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 4.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.2 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 4.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 4.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 4.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.0 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 3.7 1.7% 2 +1.4 pp +1.7 pp +1.7 pp +1.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 3.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 3.6 1.6% 2 +0.5 pp +1.6 pp +1.6 pp +1.6 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 3.6 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 3.6 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 3.4 1.9% 3 -0.3 pp -0.5 pp +1.9 pp +1.9 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 3.3 1.2% 2 -1.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 3.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 3.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 3.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 3.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 3.0 0.7% 3 -0.0 pp -0.5 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 2.7 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 0.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.2 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Family Office, LLC CIK 0002055812 0.056 250 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 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
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.1 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
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 0.0 0.0% 0 -8.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 -0.2 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
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.0 0.0% 0 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 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
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 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 -2.2 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 FTSM). Qtrs Held counts distinct quarters this fund has actually held FTSM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FTSM position size. Δ columns are the percentage-point change in FTSM'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