Signals

← Signals

☆FTSM

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

Flow ranking

Rank#304
Score / z0.738 / 0.87
Consensus117.93 over 251 funds
Momentum-0.27 ≠

Price & positioning

170 cached closes, trailing year
Drawdown-0%
Short interest+497% / 1.0d ⚡

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 816.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 531.1 0.1% 5 -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 451.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 187.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 166.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 163.1 0.0% 6 -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 147.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 113.6 4.6% 5 -0.6 pp -0.5 pp -0.7 pp -0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 101.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 74.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 72.5 0.1% 6 -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 71.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BDFS Capital LLC CIK 0002112636 0.430 116 68.8 29.9% 2 -2.2 pp +29.9 pp +29.9 pp +29.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 51.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 43.8 0.6% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 41.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 39.4 3.0% 2 -0.4 pp +3.0 pp +3.0 pp -5.6 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 38.3 21.9% 2 -3.6 pp +21.9 pp +3.2 pp -12.3 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 37.6 4.3% 5 -0.1 pp +0.3 pp +0.4 pp +0.2 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 37.6 22.0% 5 +0.2 pp +21.5 pp +21.1 pp +21.2 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 35.3 8.7% 5 -9.4 pp -2.0 pp -2.5 pp -3.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 35.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 34.4 3.3% 3 +1.8 pp +3.1 pp +3.3 pp +3.3 pp
☆Kirkwood Financial Services CIK 1814128 0.640 42 26.1 7.5% 3 -0.6 pp -0.7 pp +7.5 pp +7.5 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 25.8 0.5% 5 +0.1 pp +0.0 pp +0.2 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 25.6 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 24.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 24.6 0.4% 5 -0.1 pp +0.0 pp -0.1 pp -0.8 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 24.6 7.5% 5 -0.9 pp +0.3 pp +6.6 pp +6.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 24.4 0.8% 6 +0.2 pp +0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 23.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 23.1 3.6% 5 -1.0 pp -0.4 pp -1.1 pp -1.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 22.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 22.7 7.7% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 21.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 21.4 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 21.0 3.9% 4 +3.7 pp +1.0 pp +2.4 pp +3.9 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 19.7 2.7% 3 -0.4 pp +2.2 pp +2.7 pp +2.6 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 19.5 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Financial Enhancement Group LLC CIK 0001641438 0.482 134 18.5 2.2% 5 +0.3 pp -0.1 pp +0.7 pp +1.7 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 18.5 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 17.9 2.0% 5 -0.2 pp +0.1 pp +0.2 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 17.4 2.2% 1 +2.2 pp -0.5 pp -0.9 pp +2.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 16.8 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 16.2 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Altium Investment Strategies LLC CIK 0002131949 0.300 20 16.1 23.2% 1 +23.2 pp +23.2 pp +23.2 pp +23.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 16.0 0.2% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 15.5 0.6% 6 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 15.3 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 14.9 0.9% 5 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 14.6 2.9% 5 -0.0 pp -0.1 pp -0.3 pp -0.5 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 14.2 1.0% 4 -0.1 pp -0.2 pp -0.2 pp +1.0 pp
☆Ellsworth Advisors, LLC CIK 0001843553 0.117 182 14.1 2.3% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 13.7 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 13.0 5.2% 5 -0.5 pp -0.4 pp -0.8 pp -1.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 12.9 0.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 12.8 1.8% 5 -0.2 pp -0.3 pp +0.4 pp +0.3 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 12.5 0.6% 5 -2.0 pp -2.6 pp -1.1 pp -0.6 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 11.7 5.9% 2 -3.2 pp +5.9 pp +5.9 pp +5.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 11.0 0.7% 5 -0.2 pp -0.4 pp -0.5 pp +0.3 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 11.0 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 10.6 0.7% 5 -0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 10.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Forty-three Eighteen Advisors, LLC CIK 0002116323 0.095 74 10.2 6.9% 2 +6.6 pp +6.9 pp +6.9 pp +6.9 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 10.1 0.9% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 9.8 4.8% 5 -0.1 pp -0.4 pp -0.7 pp -0.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 9.7 1.5% 5 +0.1 pp -0.2 pp -0.7 pp -0.9 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 9.7 3.8% 5 -0.6 pp -1.1 pp -0.3 pp -1.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 8.9 0.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedrus Wealth Group LLC CIK 0002134767 0.032 51 8.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 8.6 3.0% 2 +2.4 pp +3.0 pp +0.5 pp -1.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.4 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 8.1 1.5% 5 -0.4 pp -1.4 pp -1.8 pp -3.2 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 7.8 1.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Virtus Wealth Solutions LLC CIK 0002045870 0.251 53 7.8 1.1% 5 -0.5 pp -0.6 pp -0.6 pp -0.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 7.7 0.1% 5 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 7.7 1.2% 5 -0.3 pp -0.4 pp -0.5 pp -0.6 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 7.7 1.7% 5 -0.3 pp -0.5 pp -0.7 pp -0.5 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 7.3 0.4% 5 -0.2 pp +0.3 pp +0.2 pp +0.2 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 7.1 0.2% 5 -0.2 pp -0.3 pp -0.3 pp -0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 7.1 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.0 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 6.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 6.4 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 6.3 4.3% 5 -0.4 pp -0.3 pp -0.3 pp -0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 6.1 0.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 6.0 2.2% 5 -1.0 pp -0.3 pp -0.4 pp -0.6 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 5.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 5.9 1.3% 5 -0.1 pp -0.3 pp -0.4 pp -1.6 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 5.9 0.4% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 5.8 1.7% 2 +1.2 pp +1.7 pp +0.5 pp -0.6 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 5.7 2.0% 5 -0.6 pp -0.5 pp -0.7 pp -1.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 5.7 2.8% 5 -1.7 pp -1.4 pp -3.0 pp -3.9 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 5.6 1.3% 5 -0.2 pp -0.7 pp -0.7 pp -0.8 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.5 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.442 725 5.5 0.4% 3 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 5.3 5.0% 2 -0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 5.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 5.2 2.4% 5 +0.3 pp +1.0 pp +0.8 pp +1.3 pp
☆SageGuard Financial Group, LLC CIK 0001861378 0.268 211 5.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆OPINICUS CAPITAL, INC. CIK 0002009743 0.157 105 5.1 2.7% 5 -0.1 pp +1.2 pp +1.6 pp +2.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 4.8 2.8% 5 -2.3 pp -2.7 pp -1.9 pp -4.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.5 0.1% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 4.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 4.4 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 4.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.2 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.2 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 4.1 0.8% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 3.9 2.5% 5 -0.6 pp +1.2 pp +1.8 pp +1.8 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 3.9 1.3% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Gerald Baker Financial Group LLC CIK 0002133489 0.454 126 3.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 3.7 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 3.6 0.2% 5 -0.8 pp -1.4 pp -0.1 pp -0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.5 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 3.5 1.4% 5 +0.9 pp +0.5 pp +0.4 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stone Wealth Partners CIK 0001813454 0.281 63 3.5 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 1.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
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☆WELCH & FORBES LLC CIK 0000105495 0.837 388 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆TopTier Wealth Management, LLC CIK 0002109367 0.278 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 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 +0.0 pp +0.0 pp +0.0 pp -2.7 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -16.7 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
☆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
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp -0.2 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
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -1.2 pp -1.7 pp -1.9 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
☆Brueske Advisory Services, LLC CIK 0001879492 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.3 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp -1.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.0 0.0% 0 -0.3 pp -0.9 pp -0.7 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
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆CHOREO, LLC CIK 0001679031 0.797 1690 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
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 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
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.5 pp -0.3 pp -0.4 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆City Center Advisors, LLC CIK 0002030341 0.089 170 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 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 +0.0 pp +0.0 pp -0.2 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 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
☆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
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.0 0.0% 0 -1.0 pp -2.4 pp -2.6 pp +0.0 pp
☆Simmons Bank CIK 0001674486 0.467 369 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
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.2 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status