Signals

QYLD

487 in-universe funds with a nonzero position in QYLD within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22259
Score / z-0.068 / -0.11
Consensus114.20 over 245 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-21% / 2.3d

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 204.7 0.1% 3 -0.0 pp -0.0 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 201.5 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 85.8 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 72.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 68.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 52.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 46.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 42.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 35.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 31.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 23.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 23.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 22.0 3.4% 1 +3.4 pp -2.7 pp +3.4 pp +3.4 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 20.6 1.0% 3 -0.2 pp -0.2 pp +1.0 pp +1.0 pp
SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 19.6 6.9% 3 +0.2 pp +0.0 pp +6.9 pp +6.9 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 19.4 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 17.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Mission Hills Financial Advisory, LLC CIK 0002043220 0.216 89 13.3 7.0% 3 +0.7 pp +1.0 pp +7.0 pp +7.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 10.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 10.8 3.6% 3 -1.0 pp -6.1 pp +3.6 pp +3.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.7 0.0% 3 +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 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beta Wealth Group, Inc. CIK 0001594417 0.413 114 9.1 3.7% 2 +0.1 pp +3.7 pp +3.7 pp +3.7 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 8.6 2.0% 3 -0.2 pp -0.4 pp +2.0 pp +2.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 8.4 1.9% 3 +0.4 pp +0.2 pp +1.9 pp +1.9 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 8.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 8.4 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 7.6 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 6.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solutions 4 Wealth, Ltd CIK 0002006405 0.303 58 6.0 9.1% 3 +0.6 pp +1.3 pp +9.1 pp +9.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.8 0.0% 3 +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 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 5.4 0.8% 3 +0.0 pp -0.2 pp +0.8 pp +0.8 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 5.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 4.8 1.3% 3 -0.1 pp +0.4 pp +1.3 pp +1.3 pp
RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 4.8 3.3% 3 -0.2 pp -0.6 pp +3.3 pp +3.3 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 4.1 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 4.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.8 0.1% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 2.9 0.3% 5 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
Anchor Capital Management Group Inc CIK 0000894119 0.790 15 2.9 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Redwood Financial Network Corp CIK 0001927724 0.154 192 2.8 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
&PARTNERS CIK 0000107136 0.806 2509 2.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 2.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Note Advisors, LLC CIK 0002056243 0.618 86 2.5 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
RDA Financial Network CIK 0001774086 0.257 284 2.5 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 2.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Rockport Wealth LLC CIK 0002022866 0.430 110 2.4 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
Accel Wealth Management CIK 0001838226 0.242 305 2.4 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 2.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.2 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 2.2 1.9% 3 +0.3 pp +0.2 pp +1.9 pp +1.9 pp
Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 2.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 2.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
J. Team Financial, Inc. CIK 0002107629 0.119 102 2.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 2.1 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 2.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 2.0 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
VICUS CAPITAL CIK 0001544806 0.660 268 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 1.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truepoint, Inc. CIK 0001427748 0.954 160 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BKM Wealth Management, LLC CIK 0002007263 0.267 148 1.7 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
APS Management Group, Inc. CIK 0001914985 0.386 77 1.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 1.7 0.6% 4 -0.2 pp -0.3 pp -0.2 pp +0.6 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.7 0.0% 2 -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 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHARPEPOINT LLC CIK 0002046822 0.139 89 1.6 1.0% 3 -0.3 pp -0.4 pp +1.0 pp +1.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 3 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 1.5 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 1.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
PMG Family Office LLC CIK 0002102299 0.155 114 1.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 1.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 1.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 1.3 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 1.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 1.2 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.2 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 1.1 0.1% 3 -0.0 pp -2.2 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH EFFECTS LLC CIK 0001907254 0.272 256 1.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Triumph Capital Management CIK 0001730765 0.195 1861 1.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Jupiter Wealth Management LLC CIK 0001774207 0.491 93 1.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 1.1 0.4% 3 -0.2 pp -0.5 pp +0.4 pp +0.4 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 1.1 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Curtis Advisory Group, LLC CIK 0001664656 0.557 117 1.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Compass Financial Services Inc CIK 0002039088 0.671 57 1.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
McAdam, LLC CIK 0001695490 0.802 516 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.0 0.1% 3 -0.0 pp -2.2 pp +0.1 pp +0.1 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.0 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.9 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.9 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 0.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PSI Advisors, LLC CIK 0001779040 0.509 151 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 QYLD). Qtrs Held counts distinct quarters this fund has actually held QYLD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QYLD position size. Δ columns are the percentage-point change in QYLD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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