Signals

← Signals

☆FUTY

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

Flow ranking

Rank#16265
Score / z0.000 / -0.02
Consensus97.21 over 183 funds
Momentumnot computed

Price & positioning

227 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)
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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 ▾
☆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 541.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 99.8 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 49.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 33.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 32.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 23.5 1.9% 4 +1.6 pp +1.6 pp +1.6 pp +1.9 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 21.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 17.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 11.5 3.4% 4 +0.4 pp +0.1 pp +3.3 pp +3.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 8.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Northside Capital Management, LLC CIK 0001631052 0.582 187 8.3 0.7% 4 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 6.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIMORIS WEALTH ADVISORS, LLC CIK 0001909619 0.067 125 5.6 3.9% 4 +3.0 pp +2.9 pp +2.2 pp +3.9 pp
☆SWEENEY & MICHEL, LLC CIK 0001979556 0.545 164 5.4 1.6% 4 +0.1 pp -0.1 pp +0.0 pp +1.6 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 5.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Conrad Siegel Investment Advisors, Inc. CIK 0001905875 0.814 74 4.6 0.8% 4 +0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 4.4 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 4.2 1.6% 4 +0.4 pp +0.5 pp +0.5 pp +1.6 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.9 0.2% 4 -0.2 pp -0.3 pp +0.0 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.9 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 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 3.5 1.4% 4 +0.0 pp -0.1 pp -0.2 pp +1.4 pp
☆Targeted Financial Services LLC CIK 0001758288 0.562 63 3.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 3.3 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 3.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 2.8 1.3% 4 +0.1 pp +0.1 pp +0.2 pp +1.3 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 2.8 0.2% 4 -0.1 pp -1.1 pp -1.1 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 2.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 2.4 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.2 0.0% 6 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 2.0 0.0% 5 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆High Point Wealth Management, LLC CIK 0002106882 0.246 250 1.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 1.7 0.2% 2 +0.1 pp +0.2 pp -0.0 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.5 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 1.4 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 1.3 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.2 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 1.0 0.5% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 1.0 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LYNCH & ASSOCIATES/IN CIK 0001108965 0.377 129 0.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 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% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.0% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.7 0.0% 4 +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% 4 +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% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 0.7 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.6 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.6 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 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.441 181 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 0.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 0.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.5 0.3% 5 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobs Equity LLC CIK 0002111761 0.154 121 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.5 0.0% 3 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 0.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.4 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Zinnia Wealth Advisory, LLC CIK 0002073676 0.074 97 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.4 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 0.4 0.0% 1 +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% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.3 0.0% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.3 0.0% 1 +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% 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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Elevation Wealth Management LLC CIK 0002093518 0.167 145 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beck Bode, LLC CIK 0001790548 0.122 104 0.3 0.0% 4 -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% 4 +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% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.659 84 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 0.0 0.0% 0 -0.1 pp -0.1 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
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Axecap Investments, LLC CIK 0002030036 0.005 73 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 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 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 (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