Signals

QFLR

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

Flow ranking

Rank#21210
Score / z0.000 / -0.00
Consensus24.52 over 51 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)
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
LPL Financial LLC CIK 0001403438 0.957 5996 30.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 12.6 6.9% 2 +0.3 pp +6.9 pp +6.9 pp +6.9 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 11.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pinnacle Wealth Management Group, Inc. CIK 0001868491 0.310 128 6.5 3.3% 2 +0.1 pp +3.3 pp +3.3 pp +3.3 pp
Holos Integrated Wealth LLC CIK 0002080096 0.464 378 5.5 3.2% 3 +0.1 pp +0.4 pp +3.2 pp +3.2 pp
Davies Financial Advisors, Inc. CIK 0002020296 0.000 1 5.4 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 3.4 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Southland Equity Partners LLC CIK 0002006517 0.434 306 3.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 2.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 2.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 2.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 2.5 1.4% 2 +0.3 pp +1.4 pp +1.4 pp +1.4 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 2.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
October Effect Ltd CIK 0002078353 0.030 64 2.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 1.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
YARGER WEALTH STRATEGIES, LLC CIK 0001908607 0.340 136 1.4 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 1.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 0.9 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
4J Wealth Management LLC CIK 0001840775 0.383 111 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.5 0.4% 2 -1.3 pp +0.4 pp +0.4 pp +0.4 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -1.4 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
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.3 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 QFLR). Qtrs Held counts distinct quarters this fund has actually held QFLR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QFLR position size. Δ columns are the percentage-point change in QFLR'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