Signals

← Signals

☆FV

326 in-universe funds with a nonzero position in FV within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#518
Score / z0.293 / 0.44
Consensus96.77 over 184 funds
Momentumno 12m return

Price & positioning

227 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 372.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 276.6 0.1% 2 -0.0 pp +0.1 pp +0.1 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 228.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 139.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 84.5 0.0% 2 -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 84.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 71.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 58.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 55.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 48.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 35.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 30.6 0.0% 2 -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 29.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 28.8 16.4% 2 -0.4 pp +16.4 pp +16.4 pp +16.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 27.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 26.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 24.6 5.4% 2 -0.1 pp +5.4 pp +5.4 pp +5.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 20.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 19.4 8.3% 2 -0.4 pp +8.3 pp +8.3 pp +8.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 15.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strid Group, LLC CIK 0001625800 0.894 93 14.2 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 11.8 6.6% 2 -0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 10.6 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 10.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 8.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 8.7 6.4% 2 -0.3 pp +6.4 pp +6.4 pp +6.4 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 8.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 7.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.5 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 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 7.1 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 6.9 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 6.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 6.7 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 6.7 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 6.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 5.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 5.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 4.2 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 4.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 4.0 1.7% 3 -0.2 pp -0.9 pp +1.7 pp +1.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.9 0.0% 2 -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 3.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 3.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 3.2 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 3.2 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 3.1 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 3.0 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 2.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 2.3 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 2.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 2.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 2.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 2.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 1.8 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.7 0.0% 1 +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 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial River Investments, LLC CIK 0001845859 0.069 249 1.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 1.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ballew Advisors, Inc CIK 0001729096 0.403 129 1.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.2 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.1 0.0% 2 +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% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 1.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 1.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 1.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Dell Group, LLC CIK 0001742569 0.731 42 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Topsail Wealth Management, LLC CIK 0002056627 0.821 297 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -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% 2 -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 -0.1 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
☆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
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.0 0.0% 0 -0.1 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
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 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 +0.0 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
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 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 -0.2 pp +0.0 pp +0.0 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.3 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
☆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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 -0.1 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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