Signals

← Signals

☆FTSM

404 in-universe funds with a nonzero position in FTSM within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23881
Score / z-1.023 / -1.33
Consensus99.21 over 218 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 799.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 544.3 0.2% 1 +0.2 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 435.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 196.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 171.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 154.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 149.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 93.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 86.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 82.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 82.6 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 80.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 64.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 63.8 16.7% 1 +16.7 pp +16.7 pp +16.7 pp +16.7 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 63.0 34.2% 1 +34.2 pp +34.2 pp +34.2 pp +34.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 52.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 45.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 38.8 12.4% 1 +12.4 pp +12.4 pp +12.4 pp +12.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 32.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 30.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 25.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 23.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 23.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 21.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 20.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 20.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 19.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 18.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 18.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 18.0 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 17.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 17.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 17.2 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 17.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 17.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 16.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 16.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 15.5 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 15.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 14.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 14.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 14.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 14.2 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 14.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 13.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 13.7 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 13.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 13.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 12.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 12.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 12.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 12.0 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 11.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 11.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 11.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 10.7 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 10.3 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 9.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 9.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.549 69 9.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 9.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 9.2 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 9.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 8.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 8.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 7.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 7.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 7.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 7.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.446 137 7.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 7.3 0.0% 1 +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 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 7.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.9 0.0% 1 +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 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 6.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 6.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 5.9 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 5.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 5.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 5.8 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 5.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 5.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 5.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 4.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 4.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 3.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 3.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 3.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 3.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 3.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 3.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 3.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 3.0 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 3.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 3.0 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 3.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strait & Sound Wealth Management LLC CIK 0001966210 0.392 163 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 0.2 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.2 0.0% 1 +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% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Wing Wealth Management CIK 0002001473 0.736 40 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 1 +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% 1 +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% 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% 3 -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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 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% 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% 1 +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% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TSFG, LLC CIK 0001800513 0.413 891 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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 1 +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% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +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% 1 +0.0 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
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 +0.0 pp -0.1 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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