Signals

FUTY

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

Flow ranking

Rank#17619
Score / z0.000 / -0.02
Consensus91.71 over 179 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 402.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 109.0 0.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 50.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 46.4 0.1% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 32.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 32.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 26.3 1.9% 5 -0.0 pp +1.6 pp +1.6 pp +1.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 23.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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 21.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 20.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 17.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 16.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 8.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 7.9 0.6% 5 -0.1 pp +0.1 pp +0.0 pp +0.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 5.7 0.1% 6 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 5.4 1.4% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 4.7 0.8% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 4.3 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 4.2 1.4% 5 -0.2 pp +0.2 pp +0.3 pp +0.3 pp
PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 3.8 1.7% 5 -2.2 pp +0.8 pp +0.7 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 3.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.5 1.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Targeted Financial Services LLC CIK 0001758288 0.562 63 3.4 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 3.2 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 3.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.395 383 3.1 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 2.6 1.0% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 2.6 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.5 0.1% 5 -0.1 pp -0.3 pp -0.4 pp -0.1 pp
Richmond Brothers, Inc. CIK 0001540462 0.006 96 2.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 2.4 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 2.4 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Point Wealth Management, LLC CIK 0002106882 0.247 250 2.1 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 1.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 1.4 1.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.3 0.1% 3 -0.1 pp +0.0 pp +0.1 pp -0.1 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 1.3 0.9% 1 +0.9 pp -0.1 pp -0.0 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.1 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.0 0.3% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 1.0 0.3% 5 -3.2 pp -2.8 pp -3.1 pp +0.1 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 1.0 0.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 1.0 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 0.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elite Financial, Inc. CIK 0002059349 0.701 55 0.9 0.4% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Emerald Advisors, LLC CIK 0001802611 0.889 130 0.8 0.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 0.8 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.7 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.7 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.6 0.0% 2 -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 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Demars Financial Group, LLC CIK 0001723115 0.574 113 0.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.6 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Jacobs Equity LLC CIK 0002111761 0.154 121 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ellis Investment Partners, LLC CIK 0001765590 0.474 285 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLC Capital Advisors CIK 0001713697 0.549 229 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rossmore Private Capital CIK 0001733082 0.520 340 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zinnia Wealth Advisory, LLC CIK 0002073676 0.074 97 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Ballew Advisors, Inc CIK 0001729096 0.403 129 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Everstar Asset Management, LLC CIK 0002023744 0.121 202 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.3 0.0% 7 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crane Advisory, LLC CIK 0001951283 0.914 55 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accel Wealth Management CIK 0001838226 0.241 305 0.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.3 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Beck Bode, LLC CIK 0001790548 0.122 104 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Live Oak Investment Partners CIK 0001822262 0.329 93 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC CIK 0001907528 0.166 62 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.3 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.5 pp
HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.1 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
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Montis Financial, LLC CIK 0001844314 0.565 152 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 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 FUTY). Qtrs Held counts distinct quarters this fund has actually held FUTY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FUTY position size. Δ columns are the percentage-point change in FUTY'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