Signals

← Signals

☆FTSM

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

Flow ranking

Rank#22331
Score / z-0.089 / -0.14
Consensus102.91 over 220 funds
Momentumno 12m return

Price & positioning

171 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 760.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 533.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 518.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 178.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 170.9 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 150.9 0.0% 4 -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 141.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 112.2 5.1% 3 -0.2 pp +0.1 pp +5.1 pp +5.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 107.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 70.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 64.8 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 52.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 51.5 3.2% 3 +1.6 pp +2.0 pp +3.2 pp +3.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 39.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 37.6 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 36.9 10.8% 3 -0.4 pp -1.6 pp +10.8 pp +10.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 35.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 34.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 29.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 29.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 26.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 24.9 7.2% 3 +6.3 pp +6.2 pp +7.2 pp +7.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 24.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 23.6 4.0% 3 +0.1 pp -0.1 pp +4.0 pp +4.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 23.5 2.3% 3 -0.3 pp -0.9 pp +2.3 pp +2.3 pp
☆Kirkwood Financial Services CIK 1814128 0.640 42 23.4 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 22.5 8.9% 3 +5.4 pp +3.5 pp +8.9 pp +8.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 20.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 20.6 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 20.3 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 20.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 19.2 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 19.0 0.4% 3 -0.1 pp -0.9 pp +0.4 pp +0.4 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 18.7 4.0% 3 -0.7 pp -0.9 pp +4.0 pp +4.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 18.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 18.0 7.5% 3 +0.0 pp -0.0 pp +7.5 pp +7.5 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 17.9 2.3% 3 +0.8 pp +1.9 pp +2.3 pp +2.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 17.5 1.7% 3 +1.4 pp +1.0 pp +1.7 pp +1.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 16.5 0.8% 4 -0.0 pp -0.1 pp -0.4 pp +0.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 15.6 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 15.6 1.9% 3 +0.1 pp -0.0 pp +1.9 pp +1.9 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 14.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 14.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 14.6 0.7% 4 +0.1 pp +0.0 pp -0.3 pp +0.7 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 14.0 2.9% 2 +1.4 pp +2.9 pp +2.9 pp +2.9 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 13.9 1.0% 3 -0.2 pp -0.3 pp +1.0 pp +1.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 13.8 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 13.6 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 13.4 3.0% 3 -0.2 pp -0.4 pp +3.0 pp +3.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 13.2 2.9% 3 -0.4 pp -1.8 pp +2.9 pp +2.9 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 13.1 2.6% 3 -0.2 pp -0.2 pp +2.6 pp +2.6 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 13.1 2.0% 3 +0.7 pp +0.5 pp +2.0 pp +2.0 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 12.9 5.6% 3 -0.4 pp -0.7 pp +5.6 pp +5.6 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 12.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 12.2 0.3% 3 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 12.1 2.3% 3 -0.2 pp -0.5 pp +2.3 pp +2.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 12.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 11.1 6.9% 3 +0.0 pp -0.2 pp +6.9 pp +6.9 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 10.8 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 10.7 4.8% 3 +0.7 pp +0.1 pp +4.8 pp +4.8 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 10.4 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 9.5 5.1% 3 -0.3 pp -0.5 pp +5.1 pp +5.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 9.2 1.7% 3 -0.4 pp -0.7 pp +1.7 pp +1.7 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 9.2 1.0% 3 -0.2 pp +0.7 pp +1.0 pp +1.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 9.0 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 8.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 8.6 5.5% 3 +0.8 pp -1.4 pp +5.5 pp +5.5 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 8.6 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.4 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.1 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 8.0 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 8.0 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 7.6 4.2% 3 -1.6 pp -2.6 pp +4.2 pp +4.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 7.6 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 7.6 2.2% 3 -0.2 pp -0.1 pp +2.2 pp +2.2 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 7.3 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 7.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 6.9 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 6.8 2.6% 3 -0.1 pp -1.2 pp +2.6 pp +2.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 6.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 6.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 6.1 4.6% 3 -0.0 pp -0.3 pp +4.6 pp +4.6 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 6.1 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 6.0 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 6.0 9.7% 3 +2.8 pp +2.4 pp +9.7 pp +9.7 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.9 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 5.9 2.5% 3 -0.0 pp -0.2 pp +2.5 pp +2.5 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 5.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 5.8 1.6% 3 -0.1 pp -1.3 pp +1.6 pp +1.6 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 5.4 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 4.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 4.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 4.2 1.4% 3 -0.3 pp +0.2 pp +1.4 pp +1.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.0 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 3.9 0.2% 3 -0.2 pp -0.2 pp +0.2 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 3.9 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.6 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 3.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 3.6 1.4% 3 +0.1 pp -0.0 pp +1.4 pp +1.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 3.5 1.7% 3 -0.0 pp +1.3 pp +1.7 pp +1.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 3.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 3.4 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 3.1 1.6% 4 -0.3 pp -0.6 pp -0.7 pp +1.6 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 2.9 0.6% 4 -0.0 pp -0.1 pp -0.5 pp +0.6 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.8 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 2.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 2.8 0.5% 1 +0.5 pp +0.4 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 2.7 2.0% 3 +1.2 pp +0.8 pp +2.0 pp +2.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆PFG Investments, LLC CIK 0001973224 0.437 1295 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Redwood Wealth Management Group, LLC CIK 0001963839 0.000 0 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.2 0.0% 3 -0.1 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 -0.0 pp +0.1 pp +0.1 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.1 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 3 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -1.0 pp -0.9 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
☆Curi Capital, LLC CIK 0001332905 0.547 888 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 0.0 0.0% 0 -1.2 pp -2.3 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 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 +0.0 pp -0.3 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
☆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
☆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
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 -0.2 pp -0.2 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
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.1 pp -0.1 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
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☆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
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.4 pp -1.3 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.0 0.0% 0 +0.0 pp -2.7 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 0.0 0.0% 0 +0.0 pp -8.6 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 0.0 0.0% 0 -18.7 pp -34.2 pp +0.0 pp +0.0 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 -1.1 pp -1.3 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -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
☆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
☆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
☆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
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 -1.7 pp -1.8 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 0.0 0.0% 0 -2.5 pp -4.2 pp +0.0 pp +0.0 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.0 0.0% 0 +0.0 pp -0.2 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
☆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
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -1.3 pp -0.3 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.4 pp -0.2 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Moment Partners, LLC CIK 0002055889 0.716 101 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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 -2.2 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 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
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 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 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 (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