Signals

← Signals

☆USFR

553 in-universe funds with a nonzero position in USFR within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23872
Score / z-0.945 / -1.23
Consensus153.21 over 324 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+267% / 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 ▾
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1,123.8 19.3% 1 +19.3 pp +19.3 pp +19.3 pp +19.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,020.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 942.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 796.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 784.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 415.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 350.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 320.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 275.4 17.0% 1 +17.0 pp +17.0 pp +17.0 pp +17.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 250.3 42.5% 1 +42.5 pp +42.5 pp +42.5 pp +42.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 230.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 171.6 0.0% 1 +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 169.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 131.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 109.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 93.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 87.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 81.5 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 81.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 79.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 78.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 75.2 13.3% 1 +13.3 pp +13.3 pp +13.3 pp +13.3 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 74.9 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 72.4 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 68.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 65.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. CIK 0002065074 0.573 40 61.0 40.5% 1 +40.5 pp +40.5 pp +40.5 pp +40.5 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 59.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 58.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 54.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 54.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 52.9 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 50.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 48.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 46.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 46.0 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 43.6 2.4% 2 +0.9 pp +2.4 pp +2.4 pp +2.4 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 43.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 41.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 40.8 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 40.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 36.8 1.7% 2 +1.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 36.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 35.9 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Wealthcare Capital Partners, LLC CIK 0002053307 0.377 179 35.6 17.9% 1 +17.9 pp +17.9 pp +17.9 pp +17.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 35.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 34.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 33.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 33.8 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 33.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 33.1 28.6% 1 +28.6 pp +28.6 pp +28.6 pp +28.6 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.279 227 32.8 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 31.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 31.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 31.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 31.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 31.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 30.5 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Cypress Capital, LLC CIK 0001729939 0.629 110 30.2 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Carmel Capital Partners, LLC CIK 0001900481 0.215 134 30.0 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 28.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 26.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 25.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Perspectives, Inc CIK 0001909565 0.875 49 25.4 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 25.1 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 24.6 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 24.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 24.1 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 23.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 22.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 21.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 21.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 21.1 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 20.9 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Sharper & Granite LLC CIK 0001959415 0.344 109 20.9 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.548 69 20.1 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 18.8 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 18.7 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 18.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 17.0 12.2% 3 -2.3 pp -2.7 pp +12.2 pp +12.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 16.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 16.4 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆DORVAL Corp CIK 0001999144 0.667 49 16.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 16.1 10.5% 2 -0.2 pp +10.5 pp +10.5 pp +10.5 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 15.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 15.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 15.6 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 15.0 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 14.9 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 14.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 14.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 14.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 14.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Christian Investment Advisors, Inc. CIK 0002055071 0.878 14 13.9 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆Bonfire Financial CIK 0001762539 0.560 60 13.8 11.3% 1 +11.3 pp +11.3 pp +11.3 pp +11.3 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 13.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 13.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 13.3 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 13.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 13.2 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 13.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 12.8 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 12.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 12.5 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆SFM, LLC CIK 0002064225 0.427 69 12.5 8.0% 3 +0.9 pp +0.4 pp +8.0 pp +8.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 12.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 12.0 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 11.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 11.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 11.2 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 11.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 11.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 10.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 10.8 7.2% 2 +1.0 pp +7.2 pp +7.2 pp +7.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 10.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 10.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 10.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 10.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 10.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 10.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 9.9 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Leibman Financial Services, Inc. CIK 0002006661 0.144 46 9.9 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 9.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 9.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 9.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 9.5 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 9.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 8.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 8.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 8.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 8.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 8.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NVWM, LLC CIK 0001697274 0.201 780 7.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 7.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 7.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 7.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 7.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 7.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 7.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 7.0 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
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☆Activest Wealth Management CIK 0001883134 0.526 1477 6.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆M Wealth Management, LLC CIK 0002026150 0.583 57 5.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
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☆ORG Partners LLC CIK 0001979372 0.288 1708 4.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WT Wealth Management CIK 0001780507 0.246 138 4.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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☆Keystone Financial Group CIK 0001729299 0.524 567 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisory CIK 0001843853 0.850 49 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Nebraska CIK 0002042783 0.758 106 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.2 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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Management LLC CIK 0001583092 0.804 95 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +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
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +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% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -7.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.4 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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