Signals

← Signals

☆SCHV

1171 in-universe funds with a nonzero position in SCHV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#205
Score / z1.125 / 1.34
Consensus344.49 over 635 funds
Momentum-0.13 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest+377% / 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 ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,618.6 2.9% 5 -0.1 pp +0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1,567.3 1.4% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 451.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 355.5 8.8% 5 +0.3 pp +0.4 pp +0.4 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 351.5 3.1% 5 -7.7 pp -7.6 pp -7.0 pp -6.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 318.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 310.3 0.4% 6 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 269.9 2.0% 3 -0.1 pp -0.0 pp +2.0 pp +2.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 208.7 0.6% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 184.2 1.4% 5 +0.2 pp +0.3 pp +0.3 pp -0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 136.4 0.6% 5 +0.0 pp +0.4 pp +0.4 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 128.2 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 127.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 124.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 117.4 7.9% 5 -0.4 pp -0.5 pp -2.3 pp -3.0 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 105.1 15.0% 5 +0.2 pp +0.6 pp +0.7 pp +0.1 pp
☆Mokosak Advisory Group, LLC CIK 0001713112 0.909 38 104.9 22.7% 5 -0.2 pp +0.1 pp +0.3 pp -0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 100.3 3.0% 5 +0.0 pp -0.0 pp +0.2 pp -0.7 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 96.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 94.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 94.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 91.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 83.6 0.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 79.2 6.6% 5 -0.0 pp +0.1 pp +0.3 pp +0.5 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 70.0 1.8% 5 -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 66.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 63.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 61.9 13.1% 5 +0.6 pp +1.2 pp +1.2 pp +0.9 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 61.2 5.4% 5 +0.7 pp +1.1 pp +1.2 pp +1.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 60.2 1.0% 5 +0.0 pp +0.5 pp +0.9 pp +0.9 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 59.9 5.7% 2 -0.2 pp +5.7 pp +5.7 pp +5.7 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 58.5 9.1% 5 +0.2 pp +0.6 pp +0.7 pp +0.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 56.6 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 55.7 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆DRAVO BAY LLC CIK 0001910389 0.779 51 50.6 17.5% 5 +1.0 pp +1.7 pp +1.7 pp +1.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 46.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 45.3 18.5% 5 -0.3 pp +0.3 pp +0.2 pp -0.3 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 43.6 3.2% 5 +0.1 pp +0.4 pp +0.3 pp +0.3 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 42.6 5.5% 5 +0.2 pp +0.5 pp +0.5 pp +0.7 pp
☆Veery Capital, LLC CIK 0001844375 0.780 100 41.6 11.2% 5 +0.3 pp +0.9 pp +0.8 pp +0.7 pp
☆Northern Capital Management, Inc. CIK 0001581794 0.845 55 41.5 21.0% 5 +0.1 pp +3.6 pp +3.0 pp +2.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 41.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 41.1 9.8% 5 -0.8 pp +0.5 pp +0.6 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 41.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 39.5 6.0% 5 +0.1 pp -0.4 pp -1.2 pp -1.5 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 39.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 39.1 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Financial Advisors Network, Inc. CIK 0001697856 0.660 208 38.2 4.7% 5 +0.2 pp +0.5 pp +0.6 pp +0.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 37.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 36.8 1.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 36.2 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 35.9 8.1% 5 +0.3 pp +0.3 pp +0.2 pp -0.2 pp
☆SOUTHERN MICHIGAN BANK & TRUST CIK 0001173227 0.688 422 35.5 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
☆Serenity Investment Advisors CIK 0002105389 0.696 76 34.1 14.5% 2 -0.5 pp +14.5 pp +14.5 pp +14.5 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 34.0 2.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 33.4 0.5% 1 +0.5 pp +0.1 pp +0.5 pp +0.5 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 33.2 2.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRM WEALTH MANAGEMENT L.L.C. CIK 0002126518 0.824 46 30.8 13.6% 2 +0.4 pp +13.6 pp +13.6 pp +13.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 30.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Persium Advisors, LLC CIK 0002033683 0.517 69 27.9 18.2% 5 -1.7 pp -0.1 pp +0.2 pp +0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 27.6 0.8% 5 -0.2 pp -0.8 pp -0.9 pp -1.2 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 27.0 1.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 27.0 0.1% 5 -0.1 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 27.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Noble Family Wealth, LLC CIK 0001976065 0.800 74 25.4 4.5% 5 -0.0 pp -0.0 pp -0.2 pp -0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 25.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 24.4 6.9% 5 -0.2 pp -0.1 pp -0.0 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 23.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 23.4 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.302 122 23.4 11.6% 5 +0.6 pp -1.2 pp -0.8 pp -0.5 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 23.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 23.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 22.7 4.8% 5 +0.2 pp +0.4 pp +0.5 pp +0.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 22.5 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 22.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 22.4 0.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LCNB CORP (LCNB) CIK 0001074902 0.390 184 22.3 6.9% 5 +0.2 pp +0.4 pp +0.2 pp +1.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 22.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 21.7 5.6% 7 -0.1 pp -0.2 pp -0.4 pp -1.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 21.2 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 21.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 21.0 5.6% 5 -0.5 pp +0.2 pp +5.3 pp -0.5 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 20.9 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 20.6 1.4% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆Seek First Inc. CIK 0002060504 0.523 67 20.5 13.0% 5 +0.5 pp +1.9 pp +1.8 pp +1.5 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 20.4 7.3% 5 +0.6 pp +1.4 pp +1.4 pp +1.5 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 20.3 0.9% 5 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 20.1 3.4% 5 -0.2 pp -0.1 pp +0.1 pp -0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 19.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 19.5 5.2% 6 +0.2 pp +0.3 pp +0.4 pp +0.2 pp
☆JBGlobal.com LLC CIK 0002051348 0.702 32 19.3 16.9% 2 -0.0 pp +16.9 pp -0.5 pp -1.2 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 18.8 6.2% 5 +0.3 pp +0.0 pp +0.4 pp +0.4 pp
☆Spectrum Asset Management, Inc. (NB/CA) CIK 0001632078 0.275 113 18.3 5.1% 5 +0.5 pp +1.0 pp +0.9 pp +0.3 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 18.0 5.2% 5 -2.1 pp -1.7 pp -1.2 pp -0.9 pp
☆Martel Wealth Advisors LLC CIK 0002039437 0.898 61 16.3 2.6% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Peak Wealth Management LLC CIK 0002094948 0.328 59 16.2 11.4% 2 +1.6 pp +11.4 pp +11.4 pp +11.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 14.7 1.3% 5 +0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 14.5 3.6% 2 -2.2 pp +3.6 pp +3.6 pp +3.6 pp
☆Goepper Burkhardt LLC CIK 0001844142 0.646 99 14.4 4.3% 5 +0.0 pp +0.2 pp +0.0 pp -0.4 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 14.3 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 14.2 8.3% 5 +1.9 pp +3.3 pp +3.9 pp +3.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.8 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 13.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 13.3 3.6% 5 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 13.2 1.0% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 13.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 13.0 1.7% 5 +1.5 pp +1.5 pp +1.6 pp +1.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 12.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 12.9 1.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆GILL CAPITAL PARTNERS, LLC CIK 0000729563 0.439 702 12.8 3.4% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 12.2 4.9% 1 +4.9 pp +4.9 pp +0.6 pp +1.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 11.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CDKV HOLDINGS LLC CIK 0002109928 0.281 276 11.7 9.1% 2 +0.2 pp +9.1 pp +9.1 pp +9.1 pp
☆Sightline Wealth Advisors, LLC CIK 0001841979 0.582 93 11.5 4.2% 4 +0.4 pp +2.4 pp +4.0 pp +4.2 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 11.4 7.5% 4 -0.1 pp +0.4 pp +0.1 pp +7.5 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 11.4 2.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 11.3 0.8% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 11.3 1.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 11.0 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 10.5 1.4% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 10.2 1.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 10.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 10.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 9.9 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 9.9 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 9.8 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 9.7 3.0% 5 +0.1 pp -0.4 pp -0.3 pp -0.4 pp
☆Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 9.5 3.8% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 9.4 2.1% 5 -0.1 pp +0.4 pp +0.3 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 9.3 2.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 9.3 0.9% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 9.3 1.9% 5 +0.2 pp +0.3 pp -0.6 pp -0.8 pp
☆Plus Group Wealth Advisors LLC CIK 0002109515 0.561 48 9.3 8.7% 2 -0.1 pp +8.7 pp +8.7 pp +8.7 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 9.2 3.7% 6 -0.3 pp -0.2 pp -0.4 pp -0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 9.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 9.0 0.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆Lighthouse Wealth Management Inc. CIK 0002042810 0.623 47 9.0 5.6% 5 +0.4 pp +1.5 pp +1.2 pp +1.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 8.8 6.6% 2 -0.2 pp +6.6 pp +6.6 pp +6.6 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 8.8 3.7% 5 +1.5 pp +2.6 pp +2.6 pp +2.6 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 8.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 8.5 0.2% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sun Financial Inc CIK 0002067342 0.166 161 8.4 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
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☆Baring Financial LLC CIK 0002052588 0.395 83 8.2 4.5% 3 +0.1 pp +0.3 pp +4.5 pp +4.5 pp
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☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 8.0 3.6% 5 +0.7 pp +0.4 pp +0.4 pp +0.1 pp
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☆Plancorp, LLC CIK 0001599579 0.797 425 7.4 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
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☆PACES FERRY WEALTH ADVISORS, LLC CIK 0001819919 0.528 136 7.3 2.7% 5 +0.0 pp +0.2 pp +0.1 pp -0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 7.3 3.4% 5 -0.3 pp -0.1 pp -0.2 pp -0.2 pp
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☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 7.1 0.9% 5 +0.0 pp -0.7 pp -0.1 pp -0.2 pp
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☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 6.7 4.2% 6 +0.2 pp +0.3 pp +0.1 pp -0.2 pp
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☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 6.6 3.9% 4 -0.1 pp -3.6 pp -0.0 pp +3.9 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 6.4 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Leeward Financial Partners, LLC CIK 0001735201 0.409 108 6.3 1.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 6.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rinkey Investments CIK 0001730774 0.601 128 6.1 1.4% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 6.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dakota Wealth Management CIK 0001631353 0.544 771 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 5.6 1.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 5.6 0.9% 3 -0.3 pp -0.6 pp +0.9 pp +0.9 pp
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☆SHEPHERD KAPLAN KROCHUK, LLC CIK 0001218583 0.303 62 5.5 4.3% 5 -0.0 pp +0.1 pp -0.2 pp -0.5 pp
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☆KPP Advisory Services LLC CIK 0001989349 0.345 361 5.4 0.7% 5 +0.0 pp +0.1 pp +0.1 pp -0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 4.8 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -1.0 pp -0.8 pp -0.4 pp -0.4 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Parsonex Advisory Services, Inc. CIK 0002107398 0.300 50 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.4 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.535 117 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 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
☆New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 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 -0.3 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KW WEALTH MANAGEMENT LLC CIK 0002078696 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FINANCIAL COUNSELORS INC CIK 0000949623 0.658 13 0.0 0.0% 0 +0.0 pp +0.0 pp -28.3 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SECURITY NATIONAL BANK OF SO DAK CIK 0001105909 0.185 287 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 pp -3.0 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp -0.3 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 -0.1 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bradyco, Inc. CIK 0002055007 0.075 33 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp +0.0 pp -13.5 pp -13.7 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp -0.2 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 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 SCHV). Qtrs Held counts distinct quarters this fund has actually held SCHV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHV position size. Δ columns are the percentage-point change in SCHV'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