Signals

← Signals

☆SCHO

903 in-universe funds with a nonzero position in SCHO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#804
Score / z0.147 / 0.16
Consensus253.78 over 483 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆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 2,740.8 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 470.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 419.8 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 319.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 150.7 0.0% 2 +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 134.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 107.0 3.8% 5 +0.9 pp +0.2 pp -0.1 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 105.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 98.6 0.2% 6 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 98.5 9.6% 5 -0.6 pp -0.5 pp -0.3 pp -0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 86.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 85.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 71.9 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 66.6 4.9% 5 -0.1 pp +0.1 pp +0.4 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 61.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 61.2 0.7% 4 +0.1 pp +0.3 pp +0.3 pp +0.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 59.0 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 55.6 6.3% 5 -0.7 pp -0.4 pp -1.1 pp -1.5 pp
☆LVW Advisors, LLC CIK 0001576053 0.581 462 52.7 4.6% 5 -0.4 pp -0.6 pp -0.5 pp -0.5 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 51.0 8.2% 5 -1.0 pp -0.8 pp -0.6 pp -1.2 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 45.0 7.4% 5 -0.2 pp +0.0 pp +0.2 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 44.7 0.1% 4 +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 43.7 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 42.5 4.5% 5 -0.7 pp -0.2 pp -0.2 pp -0.1 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 41.0 1.1% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 40.6 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 39.8 2.5% 5 +1.0 pp +1.2 pp +1.4 pp +1.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 39.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 39.2 2.4% 5 -0.0 pp -0.1 pp +0.9 pp -1.2 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 38.9 2.2% 5 -0.2 pp -1.2 pp -1.2 pp -1.1 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 38.9 2.2% 3 +0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 38.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 37.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 35.4 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 34.3 1.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 33.8 11.1% 5 -0.8 pp -1.2 pp -0.8 pp +5.2 pp
☆United Capital Management of KS, Inc. CIK 0001753219 0.285 97 29.2 3.8% 5 -0.5 pp -0.0 pp +0.2 pp -0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 28.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Passive Capital Management, LLC. CIK 0001958250 0.735 94 28.4 8.9% 5 -0.1 pp +0.0 pp +0.1 pp +0.4 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 27.5 1.5% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 26.8 5.2% 5 -0.2 pp -0.0 pp +0.3 pp +1.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 26.2 0.7% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Holcombe Financial, Inc. CIK 0002056177 0.687 51 24.8 14.0% 5 -0.7 pp -0.7 pp -4.2 pp -4.6 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 23.3 1.7% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 22.2 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 21.9 0.1% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 21.7 1.7% 5 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 21.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 21.0 5.0% 1 +5.0 pp +0.6 pp +0.8 pp +0.9 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 20.5 5.4% 5 -0.2 pp -0.4 pp -0.4 pp -0.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 20.5 0.9% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 19.9 2.0% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 19.8 1.7% 5 -0.2 pp -0.0 pp +0.2 pp -0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 19.5 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -1.7 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
☆KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 18.8 8.3% 2 -0.7 pp +8.3 pp +8.3 pp +8.3 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 18.7 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆BWM Planning, LLC CIK 0002039698 0.671 99 17.9 4.2% 5 -0.3 pp +0.1 pp +0.1 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Retirement Advice LLC CIK 0002112984 0.616 54 16.2 11.1% 2 -0.3 pp +11.1 pp +11.1 pp +11.1 pp
☆BARD ASSOCIATES INC CIK 0001105907 0.295 292 15.8 3.5% 4 +0.4 pp +1.8 pp +1.7 pp +3.5 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 15.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 15.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 15.2 0.6% 5 -0.8 pp -1.0 pp -0.9 pp -1.1 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 15.0 3.9% 5 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 14.9 3.0% 5 -0.7 pp -0.7 pp -1.0 pp -1.3 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 14.8 1.1% 4 -0.0 pp +0.4 pp +0.4 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 14.1 1.7% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 13.8 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Towneley Capital Management, Inc / DE CIK 0002004980 0.878 46 13.4 2.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 13.4 2.2% 5 -0.3 pp -0.4 pp -0.4 pp -0.6 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 13.2 9.9% 2 -1.9 pp +9.9 pp +9.9 pp +9.9 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 12.8 0.1% 2 -0.0 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 12.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 12.2 2.0% 5 -0.2 pp -0.1 pp -0.0 pp -0.2 pp
☆Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 12.2 5.2% 5 -1.7 pp +0.7 pp +1.1 pp +4.9 pp
☆TRB Wealth Management, LLC CIK 0002130988 0.545 296 12.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 11.8 1.4% 5 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 11.3 1.2% 5 -0.1 pp +0.7 pp +1.1 pp +1.1 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 11.2 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 11.0 3.4% 5 -0.4 pp -0.1 pp -0.2 pp -0.2 pp
☆ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 10.8 5.9% 5 -0.6 pp -1.4 pp +0.0 pp -0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 9.9 2.2% 5 -0.3 pp -0.3 pp -1.1 pp -1.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 9.8 2.1% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 9.6 0.9% 3 -0.1 pp +0.2 pp +0.9 pp +0.9 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 9.5 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 9.4 1.8% 5 -0.2 pp -0.1 pp +0.1 pp +0.4 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 9.3 2.6% 5 +1.3 pp +1.4 pp +1.3 pp +0.1 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 9.3 3.4% 5 -0.3 pp -2.9 pp -3.7 pp -5.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Western Reserve Capital Management, LLC CIK 0002110357 0.624 53 9.0 6.7% 2 +0.2 pp +6.7 pp +6.7 pp +6.7 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 8.8 3.6% 5 -0.5 pp +0.2 pp +0.5 pp +0.8 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 8.3 0.8% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 8.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 8.0 1.3% 5 -0.1 pp -0.2 pp -2.7 pp -3.1 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 7.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 7.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 7.7 1.3% 5 -0.0 pp -0.1 pp -0.4 pp -0.4 pp
☆Momentum Wealth Planning, LLC CIK 0002087652 0.379 33 7.6 5.7% 4 -3.1 pp +0.7 pp +0.4 pp +5.7 pp
☆Maltin Wealth Management, Inc. CIK 0001764260 0.295 146 7.5 2.5% 5 +0.6 pp +0.5 pp +0.4 pp +0.1 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 7.3 3.9% 5 +0.7 pp +0.6 pp +1.0 pp +1.2 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 7.2 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Values First Advisors, Inc. CIK 0001913608 0.087 187 7.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 7.1 0.4% 5 -0.2 pp -0.4 pp -0.4 pp -1.0 pp
☆Grove Street Fiduciary, LLC CIK 0002054682 0.677 75 7.1 3.0% 5 -0.2 pp -0.0 pp -0.4 pp -0.5 pp
☆Plan A Wealth LLC CIK 0002093645 0.506 194 7.0 3.0% 6 -0.2 pp +0.1 pp +0.1 pp +0.4 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 6.9 0.3% 5 -0.0 pp -0.6 pp -0.5 pp -0.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 6.3 0.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Act Two Investors LLC CIK 0001766907 0.650 37 6.2 1.3% 5 -0.0 pp -0.0 pp -0.4 pp -0.7 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 6.1 1.1% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 5.8 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 5.7 3.4% 4 -0.0 pp -4.3 pp +0.2 pp +3.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Successful Portfolios LLC CIK 0001721780 0.241 199 5.5 2.6% 5 -0.4 pp -0.1 pp -0.3 pp -0.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.5 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 5.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 5.3 2.5% 5 -0.3 pp -0.3 pp -0.4 pp -0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 5.1 0.5% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 5.0 1.8% 5 -0.1 pp -0.1 pp +0.1 pp -0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 5.0 4.7% 2 +0.2 pp +4.7 pp +4.7 pp +4.7 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 4.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 4.7 3.2% 2 -0.7 pp +3.2 pp +3.2 pp +3.2 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 4.7 0.6% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 4.7 0.4% 1 +0.4 pp +0.4 pp -0.2 pp -0.3 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 4.6 1.8% 5 -0.3 pp -0.3 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 4.5 0.9% 6 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 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 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 +0.0 pp +0.0 pp -23.8 pp -24.8 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cedarwood Wealth LLC CIK 0002114448 0.257 96 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 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 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.5 pp
☆MFG WEALTH MANAGEMENT, INC. CIK 0002053046 0.067 63 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Architects, LLC CIK 0002008540 0.807 24 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 0.0 0.0% 0 -3.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -4.9 pp -4.9 pp -5.1 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp -1.0 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
☆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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆David Wealth Management LLC CIK 0002042337 0.705 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆McBroom & Associates, LLC CIK 0001908893 0.376 37 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.6 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Leading Edge Financial Planning LLC CIK 0001967205 0.876 78 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 -11.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.7 pp -0.6 pp -0.5 pp +0.0 pp
☆Sonoma Private Wealth LLC CIK 0001965757 0.212 72 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Joule Financial, LLC CIK 0001929070 0.730 116 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.7 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -1.2 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.4 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -2.7 pp -2.4 pp -2.4 pp -3.2 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.0 pp
☆JFG Wealth Management, LLC CIK 0001766972 0.899 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VanderPol Investments L.L.C. CIK 0002015682 0.284 56 0.0 0.0% 0 +0.0 pp -1.4 pp -1.2 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.4 pp -0.8 pp +0.0 pp +0.0 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.5 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 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
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 SCHO). Qtrs Held counts distinct quarters this fund has actually held SCHO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHO position size. Δ columns are the percentage-point change in SCHO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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