Signals

← Signals

☆FXH

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

Flow ranking

Rank#17643
Score / z0.000 / -0.02
Consensus94.19 over 175 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)
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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 101.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 47.1 0.0% 5 +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 37.0 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 34.5 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 32.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.7 0.0% 5 +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 12.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 10.3 2.5% 5 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 9.1 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.8 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 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 6.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Paller Financial Services Inc CIK 0002095931 0.156 44 4.0 3.0% 2 -0.4 pp +3.0 pp +3.0 pp +3.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.7 0.0% 5 -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 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.2 0.7% 5 +0.3 pp +0.3 pp +0.3 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.3 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 2.3 0.3% 5 +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 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 1.9 1.6% 5 -0.2 pp -0.7 pp -0.7 pp -0.8 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 1.9 1.1% 5 +0.2 pp +0.1 pp -0.3 pp -0.4 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 1.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morey & Quinn Wealth Partners, LLC CIK 0002055521 0.280 143 1.4 0.9% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schrum Private Wealth Management LLC CIK 0001914987 0.095 109 1.3 1.4% 5 +0.4 pp +0.4 pp +0.2 pp +0.1 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Advocates, LLC CIK 0002111697 0.056 188 0.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.8 0.0% 5 -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 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 0.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Alliance Wealth Advisors, LLC CIK 0001849724 0.446 165 0.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worthington Financial Partners, LLC CIK 0002111427 0.103 99 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.6 0.1% 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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAMS WEALTH MANAGEMENT, LLC CIK 0001998182 0.172 190 0.5 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.5 0.0% 1 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 0.5 0.1% 5 -2.8 pp -3.3 pp -3.3 pp -3.6 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Risk Paradigm Group, LLC CIK 0001569886 0.224 57 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +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 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 0.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.2 0.1% 2 -0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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
☆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
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 FXH). Qtrs Held counts distinct quarters this fund has actually held FXH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FXH position size. Δ columns are the percentage-point change in FXH'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