Signals

← Signals

☆FTSM

510 in-universe funds with a nonzero position in FTSM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#205
Score / z1.148 / 1.02
Consensus107.61 over 232 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 848.9 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 531.7 0.1% 4 -0.0 pp -0.0 pp -0.0 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 473.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 183.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 175.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 154.9 1.7% 4 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 146.9 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 136.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 113.3 5.2% 4 +0.1 pp -0.1 pp +0.3 pp +5.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 94.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 70.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 68.7 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 66.8 32.2% 1 +32.2 pp +32.2 pp +32.2 pp +32.2 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 60.6 18.1% 4 +7.4 pp +6.9 pp +5.7 pp +18.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 49.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 47.5 25.6% 1 +25.6 pp +6.8 pp -8.6 pp +25.6 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 42.4 2.5% 4 -0.7 pp +0.9 pp +1.3 pp +2.5 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 39.6 0.6% 4 +0.0 pp +0.0 pp +0.2 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 39.6 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 39.2 3.4% 1 +3.4 pp +3.4 pp -5.3 pp +3.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 38.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 34.3 4.4% 4 +0.4 pp +0.5 pp +0.4 pp +4.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 33.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 33.0 21.8% 4 +21.3 pp +20.9 pp +21.0 pp +21.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 30.7 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 29.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 26.0 0.5% 4 +0.1 pp -0.0 pp -0.7 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 25.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 25.1 8.4% 4 +1.2 pp +7.4 pp +7.4 pp +8.4 pp
☆Kirkwood Financial Services CIK 1814128 0.640 42 23.6 8.1% 2 -0.1 pp +8.1 pp +8.1 pp +8.1 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 23.1 4.6% 4 +0.6 pp -0.1 pp -0.3 pp +4.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 21.5 0.8% 4 -0.2 pp -0.4 pp +0.5 pp +0.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 21.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 20.3 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 19.9 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 19.8 0.4% 4 -0.1 pp +0.1 pp -0.1 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 18.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 18.7 7.8% 4 +0.3 pp +0.3 pp +0.2 pp +7.8 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 18.2 3.1% 2 +2.6 pp +3.1 pp +3.0 pp +3.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 17.5 2.2% 4 +0.3 pp +0.4 pp +0.3 pp +2.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 17.4 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 16.9 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 16.1 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.481 134 15.8 2.0% 4 -0.4 pp +0.4 pp +1.5 pp +2.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 15.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 15.0 0.7% 5 -0.0 pp +0.1 pp -0.0 pp -0.4 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 14.4 0.9% 4 -0.1 pp -0.0 pp -0.1 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 14.3 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 13.7 0.9% 4 +0.5 pp +0.6 pp +0.5 pp +0.9 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 13.4 2.5% 4 -0.1 pp -0.2 pp -0.3 pp +2.5 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 13.4 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 13.2 2.9% 4 -0.1 pp -0.3 pp -0.5 pp +2.9 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 13.1 2.0% 4 -0.1 pp +0.6 pp +0.5 pp +2.0 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 12.9 5.7% 4 +0.1 pp -0.3 pp -0.6 pp +5.7 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 12.8 0.9% 4 -0.0 pp -0.2 pp -0.3 pp +0.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 12.6 1.0% 4 -0.7 pp +0.7 pp +0.4 pp +1.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 12.2 1.5% 2 +1.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 12.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 11.5 2.2% 4 -0.1 pp -0.3 pp -0.6 pp +2.2 pp
☆Sterling Manor Financial, LLC CIK 0001842015 0.520 39 11.4 7.1% 4 +0.2 pp +0.2 pp +0.0 pp +7.1 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 11.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆CWM, LLC CIK 0001535847 0.788 5645 10.5 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 10.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 9.8 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 9.6 4.4% 4 -0.4 pp +0.3 pp -0.3 pp +4.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 9.6 0.7% 4 +0.2 pp +0.4 pp +0.5 pp +0.7 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 9.3 4.8% 4 -0.3 pp -0.7 pp -0.8 pp +4.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 9.1 1.9% 4 -1.0 pp -1.4 pp -2.8 pp +1.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 9.0 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 8.9 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.8 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 8.8 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 8.4 1.6% 4 -0.0 pp -0.0 pp -0.2 pp +1.6 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 8.4 0.3% 4 +0.0 pp +0.2 pp +0.0 pp +0.3 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 8.3 4.5% 4 +0.3 pp -1.3 pp -2.3 pp +4.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 8.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 8.1 2.0% 4 -0.2 pp -0.4 pp -0.2 pp +2.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 8.0 5.1% 4 -0.4 pp +0.4 pp -1.9 pp +5.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 8.0 1.5% 4 -0.1 pp -0.2 pp -0.4 pp +1.5 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 7.9 3.2% 4 +0.7 pp +0.7 pp +0.5 pp +3.2 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 7.8 1.4% 4 -0.3 pp -0.7 pp -1.0 pp +1.4 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 7.8 0.8% 4 +0.5 pp +0.5 pp +0.5 pp +0.8 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 7.8 2.1% 4 +0.0 pp +0.0 pp -0.0 pp +2.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 7.7 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 7.5 0.4% 4 -0.1 pp -0.1 pp -0.3 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 7.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.1 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 6.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 6.6 2.6% 4 +0.0 pp -0.1 pp -1.2 pp +2.6 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 6.2 4.7% 4 +0.1 pp +0.1 pp -0.2 pp +4.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 6.0 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 5.8 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 5.7 1.4% 4 -0.2 pp -0.3 pp -1.5 pp +1.4 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 5.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 5.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆EdgeRock Capital LLC CIK 0001908378 0.651 134 5.4 1.5% 4 -0.5 pp -0.5 pp -0.6 pp +1.5 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 5.2 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 5.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.8 0.2% 4 -0.2 pp -0.3 pp -0.3 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 4.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 4.5 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 4.1 2.1% 4 +0.7 pp +0.4 pp +0.9 pp +2.1 pp
☆OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 4.1 2.9% 4 +1.3 pp +1.8 pp +2.3 pp +2.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 4.0 3.0% 4 +1.8 pp +2.4 pp +2.3 pp +3.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 3.7 0.2% 4 -0.0 pp -0.2 pp -0.3 pp +0.2 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 3.7 1.5% 4 +0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 3.4 1.7% 4 +0.1 pp +0.0 pp +1.4 pp +1.7 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 3.4 1.9% 5 +0.2 pp -0.1 pp -0.4 pp -0.5 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 3.4 0.2% 4 -0.0 pp -0.0 pp -0.0 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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 3.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 3.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Stone Wealth Partners CIK 0001813454 0.281 63 3.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.2 0.1% 6 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 3.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 3.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 +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% 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 -1.2 pp -1.7 pp -1.9 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.4 pp -1.3 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.0 0.0% 0 -2.8 pp -3.1 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
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -9.7 pp -6.9 pp -7.3 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
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 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
☆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
☆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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -1.3 pp -0.3 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 0.0 0.0% 0 -0.0 pp -0.2 pp -0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -1.0 pp -0.9 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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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