Signals

← Signals

☆USFR

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

Flow ranking

Rank#129
Score / z1.752 / 1.57
Consensus177.48 over 359 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-60% / 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 878.0 0.1% 6 +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 802.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 642.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 499.8 7.2% 4 -0.3 pp -7.9 pp -12.1 pp +7.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 384.2 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 354.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 264.5 0.5% 4 -0.2 pp -0.3 pp -0.3 pp +0.5 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 256.7 10.4% 4 +1.0 pp -2.3 pp -6.5 pp +10.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 256.3 0.0% 4 -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 198.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 193.1 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 141.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 121.7 24.3% 4 -1.1 pp -12.5 pp -18.2 pp +24.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 117.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 116.6 0.5% 4 +0.1 pp -0.0 pp -0.2 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 101.2 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 89.7 2.1% 4 -0.3 pp -0.5 pp -0.9 pp +2.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 86.0 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 86.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 84.5 12.6% 4 -0.2 pp +0.4 pp -0.8 pp +12.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 76.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 74.2 4.6% 4 -0.2 pp -0.5 pp -1.2 pp +4.6 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 69.3 18.4% 4 +8.0 pp +14.1 pp +5.4 pp +18.4 pp
☆SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 64.1 46.0% 4 +4.2 pp +3.1 pp +5.4 pp +46.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 63.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 63.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 62.3 8.4% 4 -6.7 pp -3.4 pp +6.7 pp +8.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 58.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.279 227 58.6 8.4% 1 +8.4 pp +6.0 pp +3.3 pp +8.4 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 56.4 2.5% 4 +1.0 pp +1.1 pp +0.9 pp +2.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 55.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Stenger Family Office, LLC CIK 0002056106 0.507 123 50.8 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 48.4 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 46.8 7.9% 4 +2.3 pp -0.6 pp +2.5 pp +7.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 46.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 45.1 5.1% 4 +0.9 pp +1.6 pp +1.1 pp +5.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 45.0 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 45.0 8.7% 4 +2.7 pp +3.5 pp +2.4 pp +8.7 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 43.7 0.9% 4 +0.2 pp -0.1 pp -0.4 pp +0.9 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 43.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 42.9 16.5% 4 -0.4 pp -0.7 pp -3.8 pp +16.5 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 41.9 21.6% 2 +17.3 pp +21.6 pp +21.6 pp +21.6 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 41.4 6.1% 5 +0.7 pp +4.3 pp +4.6 pp +5.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 40.8 0.5% 4 -0.0 pp -0.1 pp -0.3 pp +0.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 40.8 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 40.7 5.9% 4 +1.6 pp +0.4 pp -0.9 pp +5.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 39.2 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 38.9 3.0% 2 +2.7 pp +3.0 pp +3.0 pp +3.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 38.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 38.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 37.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 37.0 0.6% 4 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 33.5 3.6% 4 +0.9 pp -0.6 pp -0.4 pp +3.6 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 32.9 1.1% 4 +0.0 pp -0.1 pp -0.1 pp +1.1 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 32.8 15.4% 4 -1.8 pp +0.2 pp -2.6 pp +15.4 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 32.7 3.4% 4 +2.1 pp +1.9 pp +0.2 pp +3.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 31.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 31.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 31.0 0.9% 4 +0.3 pp +0.5 pp +0.4 pp +0.9 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 30.2 1.1% 5 +0.0 pp -0.1 pp -1.2 pp -0.3 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 29.7 2.4% 4 -0.1 pp -0.5 pp -1.1 pp +2.4 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.215 134 29.0 10.5% 4 +0.7 pp -1.0 pp -0.0 pp +10.5 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 28.3 9.4% 3 +6.1 pp +7.0 pp +9.4 pp +9.4 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 27.5 1.0% 4 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 27.1 1.0% 4 -1.0 pp -0.8 pp -0.8 pp +1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 26.6 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 26.4 2.2% 4 -0.8 pp -1.0 pp -1.3 pp +2.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 25.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 25.0 0.6% 3 -0.3 pp +0.5 pp +0.6 pp +0.6 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 24.3 1.9% 4 +0.3 pp +0.4 pp +1.1 pp +1.9 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 23.9 4.8% 4 -1.6 pp -3.9 pp -4.9 pp +4.8 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 23.6 10.4% 4 +0.7 pp -0.9 pp +0.6 pp +10.4 pp
☆Stonebridge Wealth Management, LLC CIK 0002082460 0.647 37 23.3 22.3% 3 +1.0 pp +5.1 pp +22.3 pp +22.3 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 22.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 21.9 0.1% 4 +0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 21.4 8.8% 4 -0.4 pp +1.2 pp +1.1 pp +8.8 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 21.1 2.0% 4 -0.0 pp -0.0 pp -0.2 pp +2.0 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 21.0 7.3% 4 -0.0 pp -2.0 pp -5.3 pp +7.3 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 20.0 9.1% 4 -1.3 pp -2.0 pp -3.0 pp +9.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 19.8 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 19.6 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 19.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bonfire Financial CIK 0001762539 0.560 60 18.9 14.2% 4 +2.2 pp +3.0 pp +2.9 pp +14.2 pp
☆Broussard Financial Group LLC CIK 0001548136 0.577 35 18.8 15.0% 1 +15.0 pp +15.0 pp +15.0 pp +15.0 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 18.2 5.8% 4 -0.9 pp -1.1 pp +1.0 pp +5.8 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 18.1 11.1% 4 -0.5 pp +1.4 pp +2.1 pp +11.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 18.0 0.4% 4 +0.0 pp +0.0 pp -0.2 pp +0.4 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 17.5 1.3% 4 -0.4 pp -1.8 pp -0.8 pp +1.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.4 0.0% 4 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 16.3 5.3% 4 +2.4 pp +1.1 pp -0.4 pp +5.3 pp
☆Rare Wolf Capital LLC CIK 0002105393 0.160 120 16.1 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 15.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arta Finance Wealth Management LLC CIK 0002099257 0.433 105 15.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆CWM, LLC CIK 0001535847 0.788 5645 15.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 15.6 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Fortune Financial Group, Inc. CIK 0002106311 0.038 119 15.5 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 15.5 12.7% 4 +3.0 pp +0.7 pp -15.9 pp +12.7 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 15.3 2.8% 4 -0.2 pp -0.6 pp -1.0 pp +2.8 pp
☆Goldenstone Wealth Management LLC CIK 0002109094 0.229 76 15.2 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 15.2 0.3% 5 -0.0 pp -0.1 pp -0.3 pp -0.6 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 15.0 7.2% 4 +3.6 pp +2.0 pp -1.4 pp +7.2 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 14.9 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 14.8 5.1% 4 -0.9 pp -2.3 pp -2.9 pp +5.1 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 14.8 4.3% 4 -2.0 pp -2.0 pp -2.3 pp +4.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 14.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 14.5 4.1% 3 +0.2 pp +0.2 pp +4.1 pp +4.1 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 14.4 7.7% 5 -1.2 pp -1.8 pp +0.5 pp +1.5 pp
☆Mueller Wealth, LLC CIK 0002110608 0.850 18 14.3 11.4% 1 +11.4 pp +11.4 pp +11.4 pp +11.4 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 14.0 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 13.9 0.9% 4 -0.5 pp -0.4 pp -0.2 pp +0.9 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 13.8 2.2% 3 -1.3 pp -1.8 pp +2.2 pp -5.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 13.7 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 13.6 3.1% 4 -0.0 pp -0.6 pp +0.0 pp +3.1 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 13.6 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 13.3 1.4% 3 +0.0 pp +0.3 pp +1.4 pp +1.4 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 13.3 6.9% 4 -0.6 pp -3.7 pp -5.3 pp +6.9 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 13.3 1.9% 4 -5.3 pp -7.8 pp -9.4 pp +1.9 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 13.3 3.2% 4 +0.2 pp +0.5 pp +0.3 pp +3.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 13.2 0.6% 4 +0.1 pp +0.1 pp -0.4 pp +0.6 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 13.0 4.6% 4 +3.1 pp +3.0 pp +2.6 pp +4.6 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 13.0 0.3% 4 -0.4 pp -0.1 pp +0.1 pp +0.3 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 12.4 0.7% 4 +0.1 pp -0.0 pp -0.2 pp +0.7 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 12.3 9.9% 4 -0.8 pp -1.7 pp -3.2 pp +9.9 pp
☆Leibman Financial Services, Inc. CIK 0002006661 0.144 46 12.3 9.0% 4 -1.7 pp -3.6 pp +1.5 pp +9.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 12.1 4.3% 4 -0.1 pp +0.4 pp -1.2 pp +4.3 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 12.0 1.1% 4 -0.2 pp +0.1 pp +0.3 pp +1.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 11.9 2.6% 5 -0.1 pp +0.5 pp +0.3 pp -0.0 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 11.8 4.0% 4 +3.9 pp +3.7 pp +1.2 pp +4.0 pp
☆Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 11.6 7.3% 4 -4.9 pp -4.3 pp -2.3 pp +7.3 pp
☆WT Wealth Management CIK 0001780507 0.246 138 11.1 3.3% 4 +0.4 pp +0.4 pp +1.9 pp +3.3 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 10.8 0.8% 2 +0.8 pp +0.8 pp +0.5 pp +0.8 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 10.7 1.2% 4 +0.2 pp +0.4 pp +0.7 pp +1.2 pp
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 10.6 8.6% 3 -4.1 pp -7.8 pp +8.6 pp +8.6 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 10.5 2.5% 4 -0.0 pp +0.1 pp +0.1 pp +2.5 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 10.3 4.5% 4 -1.0 pp -0.7 pp -1.4 pp +4.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 10.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 10.1 2.2% 4 -0.0 pp +0.1 pp +0.4 pp +2.2 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 9.8 1.7% 4 -0.1 pp +0.0 pp +0.0 pp +1.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 9.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SFM, LLC CIK 0002064225 0.427 69 9.3 5.6% 6 +0.3 pp -3.9 pp -2.4 pp -1.5 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 9.3 0.9% 4 +0.3 pp +0.3 pp -7.7 pp +0.9 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 9.3 0.8% 4 -0.0 pp -0.2 pp -0.4 pp +0.8 pp
☆Warner Group LLC CIK 0002073617 0.415 129 9.2 6.0% 2 +0.6 pp +6.0 pp +6.0 pp +6.0 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 9.0 3.6% 4 +0.2 pp +0.6 pp +0.8 pp +3.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 8.8 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 8.8 0.4% 5 -0.1 pp -1.1 pp -1.4 pp -0.2 pp
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☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -1.5 pp -2.1 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 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 -0.2 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 +0.0 pp -7.6 pp -8.4 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 -0.2 pp -0.5 pp -0.5 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 0.0 0.0% 0 +0.0 pp -0.2 pp -0.4 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.4 pp -0.3 pp -0.4 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
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp +0.0 pp -6.6 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.3 pp -0.1 pp +0.0 pp
☆MBA Advisors LLC CIK 0001848704 0.403 164 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -1.2 pp -4.2 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 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 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mendel Money Management CIK 0001600585 0.195 127 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp -0.5 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.0 0.0% 0 +0.0 pp -0.1 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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 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 -0.2 pp -1.2 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 +0.0 pp +0.0 pp -4.3 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.0 0.0% 0 +0.0 pp -0.6 pp -0.5 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 -0.1 pp -0.1 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -3.1 pp -4.0 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -14.0 pp -15.5 pp -12.2 pp -14.4 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.7 pp -0.4 pp -0.3 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -1.4 pp -1.1 pp -1.1 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
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 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
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -4.9 pp -5.1 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 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
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.1 pp -0.3 pp -0.4 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 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 USFR). Qtrs Held counts distinct quarters this fund has actually held USFR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USFR position size. Δ columns are the percentage-point change in USFR'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