Signals

← Signals

☆FV

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

Flow ranking

Rank#22899
Score / z-0.269 / -0.27
Consensus91.35 over 174 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+36% / 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 338.0 0.0% 6 -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 194.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 187.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 111.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 107.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 75.8 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 71.4 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 45.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 43.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 38.2 0.6% 4 -0.1 pp -0.2 pp -0.3 pp +0.6 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 36.8 6.9% 4 -0.9 pp -1.4 pp -1.9 pp +6.9 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 34.0 0.4% 4 -0.0 pp -0.2 pp -0.3 pp +0.4 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 28.3 15.4% 4 -0.8 pp -1.0 pp -1.4 pp +15.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 25.5 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 25.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 24.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 20.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 18.5 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 15.0 3.3% 4 -2.1 pp -2.2 pp -2.3 pp +3.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 14.7 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 14.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 13.0 0.5% 4 -0.2 pp -0.4 pp +0.2 pp +0.5 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 12.3 6.1% 4 -0.6 pp -0.5 pp -0.6 pp +6.1 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 12.0 1.5% 4 -0.3 pp -0.3 pp -0.4 pp +1.5 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 10.6 3.1% 4 +0.1 pp +0.1 pp +0.0 pp +3.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 10.5 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 8.7 6.1% 4 -0.4 pp -0.3 pp -0.6 pp +6.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 8.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.7 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.5 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 7.3 2.0% 4 -0.1 pp -0.1 pp -0.3 pp +2.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 6.5 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 6.3 0.9% 4 -0.0 pp -0.0 pp -0.2 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 5.3 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 4.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 3.7 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 3.5 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 3.5 1.5% 5 -0.0 pp -0.2 pp -0.5 pp -1.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 3.4 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 3.2 2.3% 4 -0.1 pp -0.1 pp -0.2 pp +2.3 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 3.1 2.3% 4 -0.1 pp -0.1 pp -0.2 pp +2.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 3.0 0.7% 4 +0.0 pp +0.2 pp +0.2 pp +0.7 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 2.9 2.2% 4 -0.0 pp -0.2 pp -0.2 pp +2.2 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 2.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 2.4 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 2.2 1.5% 4 -0.1 pp -0.2 pp +0.0 pp +1.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.0 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 1.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 1.8 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.7 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆QP WEALTH MANAGEMENT, LLC CIK 0001802496 0.053 71 1.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.5 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.5 0.4% 4 -0.1 pp -0.1 pp -0.3 pp +0.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forty-three Eighteen Advisors, LLC CIK 0002116323 0.095 74 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 1.2 0.7% 4 -0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 1.2 0.6% 1 +0.6 pp -0.1 pp -0.2 pp +0.6 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.1 0.0% 4 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 1.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.0 0.1% 4 -0.0 pp -0.0 pp -0.3 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.9 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.9 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.9 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.8 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 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
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.8 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wagner Wealth Management, Corp CIK 0002109867 0.102 101 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 4 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 0.0 0.0% 0 -1.0 pp -0.7 pp -0.8 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 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
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 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
☆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
☆West Branch Capital LLC CIK 0001738723 0.568 355 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 +0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 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
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp -0.0 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
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 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 +0.0 pp -0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Signature Wealth Management Partners, LLC CIK 0001824694 0.428 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 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
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 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 +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp -0.8 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -1.0 pp -1.3 pp -1.8 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 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
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 FV). Qtrs Held counts distinct quarters this fund has actually held FV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FV position size. Δ columns are the percentage-point change in FV'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