Signals

NFLT

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

Flow ranking

Rank#18626
Score / z0.000 / -0.02
Consensus33.27 over 59 funds
Momentumnot computed

Price & positioning

226 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
Retirement Planning Group, LLC CIK 0001508195 0.844 541 101.6 3.1% 4 +0.2 pp +0.2 pp -0.1 pp +3.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 34.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 33.6 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.1 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 18.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 17.9 3.0% 4 +0.4 pp +0.3 pp -0.0 pp +3.0 pp
Peak Financial Management, Inc. CIK 0001669662 0.612 114 12.8 3.2% 4 +0.2 pp +0.3 pp +1.3 pp +3.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 4.5 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 2.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.0 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sonoma Allocations LLC CIK 0002084965 0.086 118 0.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
BankPlus Wealth Management LLC CIK 0002051117 0.452 126 0.9 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.8 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Management Partners, LLC CIK 0001843294 0.388 154 0.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 0.7 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantum Private Wealth, LLC CIK 0001929662 0.379 171 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.4 0.2% 1 +0.2 pp +0.0 pp +0.1 pp +0.2 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
PFG Advisors CIK 0001694435 0.248 791 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.3 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
ARWA LLC CIK 0002113621 0.167 139 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY WEALTH ADVISORS, INC. CIK 0001951908 0.476 70 0.2 0.1% 4 -0.1 pp -0.0 pp -0.2 pp +0.1 pp
Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.2 0.1% 4 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.1 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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Virtus Fixed Income Advisers, LLC CIK 0002079921 0.524 85 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 2 +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 0.0 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 0.0 0.0% 1 +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
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 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 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 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
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
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 NFLT). Qtrs Held counts distinct quarters this fund has actually held NFLT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NFLT position size. Δ columns are the percentage-point change in NFLT'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