Signals

SCHX

1587 in-universe funds with a nonzero position in SCHX within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22946
Score / z-3.028 / -4.32
Consensus467.27 over 892 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+46% / 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)
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
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5,411.2 6.3% 3 -0.1 pp -0.0 pp +6.3 pp +6.3 pp
Creative Planning CIK 0001540235 0.979 4196 2,255.4 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 964.2 7.3% 3 +0.0 pp -2.3 pp +7.3 pp +7.3 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 939.2 21.6% 3 +1.2 pp -0.6 pp +21.6 pp +21.6 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 833.5 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 641.4 42.4% 3 -2.4 pp -2.3 pp +42.4 pp +42.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 525.4 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 521.8 0.7% 4 -0.1 pp -0.1 pp +0.0 pp +0.7 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 511.0 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 456.5 27.2% 3 -2.1 pp -2.5 pp +27.2 pp +27.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 380.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 334.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 283.0 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 275.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Norinchukin Bank, The CIK 0001496637 0.829 567 273.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 269.3 3.3% 3 -0.1 pp -0.3 pp +3.3 pp +3.3 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 269.1 20.8% 3 +1.8 pp +1.8 pp +20.8 pp +20.8 pp
McAdam, LLC CIK 0001695490 0.802 516 267.4 12.2% 3 -0.3 pp -0.2 pp +12.2 pp +12.2 pp
Fund Evaluation Group, LLC CIK 0001356249 0.924 80 255.4 8.4% 3 +1.6 pp +1.5 pp +8.4 pp +8.4 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 242.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JMG Financial Group, Ltd. CIK 0001314404 0.961 137 227.3 6.4% 3 -0.2 pp -0.3 pp +6.4 pp +6.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 207.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 204.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 192.0 17.2% 3 -0.3 pp -0.1 pp +17.2 pp +17.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 175.3 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 173.9 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 167.3 22.1% 3 +0.2 pp +0.3 pp +22.1 pp +22.1 pp
Apriem Advisors CIK 0001425165 0.679 182 165.9 15.2% 3 -0.7 pp -1.0 pp +15.2 pp +15.2 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 161.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 142.7 29.5% 3 +0.4 pp +3.5 pp +29.5 pp +29.5 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 140.0 19.1% 3 +0.0 pp -3.6 pp +19.1 pp +19.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 136.6 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 127.7 7.0% 3 -0.5 pp -0.4 pp +7.0 pp +7.0 pp
Orgel Wealth Management, LLC CIK 0001658535 0.871 113 125.9 2.8% 3 -0.0 pp -0.0 pp +2.8 pp +2.8 pp
EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 119.4 13.4% 3 -0.1 pp -0.3 pp +13.4 pp +13.4 pp
Charles Schwab Trust Co CIK 0001789219 0.768 171 113.4 7.5% 3 +0.0 pp +0.3 pp +7.5 pp +7.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 108.4 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 107.2 4.6% 3 +0.0 pp -0.0 pp +4.6 pp +4.6 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 106.9 1.1% 3 -0.0 pp +0.9 pp +1.1 pp +1.1 pp
Curi Capital, LLC CIK 0001332905 0.547 888 95.8 1.7% 3 -0.1 pp -0.0 pp +1.7 pp +1.7 pp
FSA Investment Group, LLC CIK 0002051584 0.836 47 95.4 58.2% 3 -2.2 pp -8.2 pp +58.2 pp +58.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 93.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMS INVESTMENT MANAGEMENT, LLC CIK 0002053807 0.826 184 92.0 32.5% 3 +0.5 pp +0.3 pp +32.5 pp +32.5 pp
Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 91.6 12.6% 3 +0.3 pp +2.2 pp +12.6 pp +12.6 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 86.6 0.4% 1 +0.4 pp -0.1 pp +0.4 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 86.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 84.8 1.0% 3 +0.3 pp +0.2 pp +1.0 pp +1.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 81.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 78.5 12.7% 3 -0.7 pp -0.7 pp +12.7 pp +12.7 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 76.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 75.8 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 75.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 74.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 72.5 1.7% 3 +0.0 pp -0.1 pp +1.7 pp +1.7 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 72.0 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Standpoint Asset Management, LLC CIK 0001780423 0.941 8 71.5 16.3% 3 -0.0 pp +0.1 pp +16.3 pp +16.3 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 70.6 4.4% 3 +0.1 pp +0.1 pp +4.4 pp +4.4 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 69.2 4.0% 3 +0.0 pp -0.0 pp +4.0 pp +4.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 68.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 68.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 66.5 5.4% 3 -0.2 pp -0.3 pp +5.4 pp +5.4 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 66.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 62.9 3.6% 3 -0.1 pp -0.0 pp +3.6 pp +3.6 pp
CacheTech Inc. CIK 0002013390 0.380 169 61.9 11.5% 3 -0.5 pp -0.8 pp +11.5 pp +11.5 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 61.3 5.4% 3 +0.8 pp +0.9 pp +5.4 pp +5.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 60.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 59.5 13.1% 3 -0.1 pp -1.1 pp +13.1 pp +13.1 pp
Towercrest Capital Management CIK 0001633288 0.713 110 59.5 9.4% 3 -0.1 pp -0.6 pp +9.4 pp +9.4 pp
Legacy Wealth Management, LLC CIK 0001488921 0.954 30 59.4 3.4% 3 -0.1 pp -0.1 pp +3.4 pp +3.4 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 59.2 6.1% 3 -0.2 pp -0.1 pp +6.1 pp +6.1 pp
RKL Wealth Management LLC CIK 0001604723 0.802 189 57.8 4.7% 3 -0.1 pp -0.3 pp +4.7 pp +4.7 pp
McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 57.0 7.7% 3 -0.0 pp +0.0 pp +7.7 pp +7.7 pp
Adams Wealth Management CIK 0001803084 0.408 147 56.9 12.1% 3 -0.1 pp -0.1 pp +12.1 pp +12.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 55.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 53.8 1.0% 4 +0.0 pp +0.9 pp +0.9 pp +1.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 53.4 5.6% 3 +0.2 pp +0.0 pp +5.6 pp +5.6 pp
Northeast Financial Group, Inc. CIK 0001965773 0.477 76 53.4 13.4% 3 +0.8 pp -0.5 pp +13.4 pp +13.4 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 53.2 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 53.0 7.3% 3 -0.3 pp -0.0 pp +7.3 pp +7.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 51.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 50.9 0.9% 3 -0.2 pp -0.1 pp +0.9 pp +0.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 49.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 49.7 3.3% 3 -0.0 pp +0.0 pp +3.3 pp +3.3 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 48.1 4.6% 3 -0.2 pp -0.1 pp +4.6 pp +4.6 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 47.8 1.0% 3 -0.3 pp -0.3 pp +1.0 pp +1.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 47.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 47.2 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 47.1 2.1% 3 +0.0 pp +1.9 pp +2.1 pp +2.1 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 47.0 23.6% 3 -0.0 pp -5.7 pp +23.6 pp +23.6 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 47.0 14.1% 3 -0.1 pp -0.3 pp +14.1 pp +14.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 45.0 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 44.9 6.2% 3 +0.5 pp +0.7 pp +6.2 pp +6.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 43.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 41.7 1.2% 3 +0.2 pp +0.3 pp +1.2 pp +1.2 pp
Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 41.4 8.6% 3 -0.2 pp -0.2 pp +8.6 pp +8.6 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 41.4 1.0% 3 +0.3 pp +0.3 pp +1.0 pp +1.0 pp
ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 40.9 14.9% 3 +1.4 pp +0.6 pp +14.9 pp +14.9 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 40.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIDELIS iM, LLC CIK 0001894206 0.843 27 40.5 15.7% 3 +6.1 pp +1.0 pp +15.7 pp +15.7 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 40.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 39.6 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 39.4 4.0% 3 -0.0 pp +0.5 pp +4.0 pp +4.0 pp
D.B. Root & Company, LLC CIK 0001731717 0.580 207 39.3 9.6% 3 +1.4 pp +1.4 pp +9.6 pp +9.6 pp
Matrix Trust Co CIK 0001784277 0.681 101 39.2 6.5% 3 +0.5 pp +0.8 pp +6.5 pp +6.5 pp
FMR LLC CIK 0000315066 0.989 5571 38.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Embree Financial Group CIK 0002020860 0.466 283 38.4 4.7% 3 -0.9 pp -1.7 pp +4.7 pp +4.7 pp
MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 38.3 13.4% 3 +0.3 pp +0.5 pp +13.4 pp +13.4 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 38.2 4.3% 3 -0.1 pp -1.4 pp +4.3 pp +4.3 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 38.2 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
Destination Wealth Management CIK 0001278573 0.701 325 38.1 1.0% 3 +0.3 pp +0.3 pp +1.0 pp +1.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 37.9 5.6% 3 -0.1 pp -0.2 pp +5.6 pp +5.6 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 37.9 0.9% 3 -0.0 pp -0.3 pp +0.9 pp +0.9 pp
Sherwood Financial Partners, LLC CIK 0002056427 0.847 8 37.8 32.6% 3 -0.1 pp +0.4 pp +32.6 pp +32.6 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 36.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashford Advisors, LLC CIK 0001861158 0.926 23 36.5 8.0% 3 +0.0 pp -0.1 pp +8.0 pp +8.0 pp
Bernard Wealth Management Corp. CIK 0002056313 0.585 325 36.3 14.7% 3 -0.0 pp +0.0 pp +14.7 pp +14.7 pp
BCS Wealth Management CIK 0001798172 0.420 270 36.2 3.7% 3 -0.3 pp -0.5 pp +3.7 pp +3.7 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 36.1 4.8% 3 +0.1 pp +0.2 pp +4.8 pp +4.8 pp
VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 35.8 7.5% 3 -0.1 pp -0.0 pp +7.5 pp +7.5 pp
Athena Investment Management CIK 0001921093 0.240 132 35.2 18.0% 3 +0.1 pp -0.0 pp +18.0 pp +18.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 35.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
St. Louis Trust Co CIK 0001661144 0.000 125 34.9 4.0% 3 -0.3 pp -0.2 pp +4.0 pp +4.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 34.6 3.4% 3 +0.1 pp +0.0 pp +3.4 pp +3.4 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 34.2 9.4% 3 -0.0 pp -0.0 pp +9.4 pp +9.4 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 34.2 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 34.1 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 33.8 2.5% 3 +0.3 pp +0.3 pp +2.5 pp +2.5 pp
HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 33.7 16.1% 3 -0.0 pp -0.1 pp +16.1 pp +16.1 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 33.6 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 33.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 33.2 11.4% 3 -0.4 pp -0.4 pp +11.4 pp +11.4 pp
MAI Capital Management CIK 0001040197 0.725 1889 32.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 32.8 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 32.3 12.2% 3 -0.4 pp -0.8 pp +12.2 pp +12.2 pp
PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 32.1 9.7% 3 -0.1 pp -1.1 pp +9.7 pp +9.7 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 31.9 6.7% 3 +4.9 pp +4.8 pp +6.7 pp +6.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 31.6 2.6% 3 +0.0 pp +0.1 pp +2.6 pp +2.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 31.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 31.2 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 30.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Christensen, King & Associates Investment Services, Inc. CIK 0002032544 0.584 108 30.7 13.1% 3 -0.2 pp -0.2 pp +13.1 pp +13.1 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 30.7 5.2% 3 +0.6 pp +0.6 pp +5.2 pp +5.2 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 30.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Gordian Advisors LLC CIK 0002011856 0.774 65 29.8 19.8% 3 -0.6 pp -0.4 pp +19.8 pp +19.8 pp
Csenge Advisory Group CIK 0001715593 0.550 760 29.8 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
Provident Wealth Management, LLC CIK 0001799797 0.729 161 29.1 8.6% 3 +0.1 pp +0.1 pp +8.6 pp +8.6 pp
FPC INVESTMENT ADVISORY, INC. CIK 0002021217 0.796 36 28.8 15.8% 3 -0.2 pp -0.3 pp +15.8 pp +15.8 pp
SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 28.1 3.5% 3 +0.0 pp +0.5 pp +3.5 pp +3.5 pp
Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 27.4 3.9% 3 -0.1 pp -0.2 pp +3.9 pp +3.9 pp
Milestone Investment Advisors LLC CIK 0001967018 0.576 141 27.4 6.6% 3 -0.0 pp +0.0 pp +6.6 pp +6.6 pp
St. Johns Investment Management Company, LLC CIK 0001605522 0.439 201 27.3 11.4% 3 +0.3 pp +0.1 pp +11.4 pp +11.4 pp
Allworth Financial LP CIK 0001555170 0.907 5124 26.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 26.1 8.7% 3 +0.5 pp +0.8 pp +8.7 pp +8.7 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 25.8 1.7% 3 -0.0 pp +0.0 pp +1.7 pp +1.7 pp
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Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 24.4 2.0% 3 +0.0 pp +0.0 pp +2.0 pp +2.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 24.3 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
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Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 22.5 11.5% 3 -1.4 pp -1.6 pp +11.5 pp +11.5 pp
Truepoint, Inc. CIK 0001427748 0.954 160 22.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 22.2 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
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Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 21.9 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
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Black Diamond Financial, LLC CIK 0001759236 0.676 198 21.5 2.3% 3 -0.1 pp -0.7 pp +2.3 pp +2.3 pp
Abound Wealth Management CIK 0001950323 0.745 1359 21.4 5.0% 3 -0.2 pp -0.4 pp +5.0 pp +5.0 pp
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MCF Advisors LLC CIK 0001602905 0.682 1403 20.6 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
Alpha Zero LLC CIK 0002079032 0.418 107 20.5 11.2% 4 +0.0 pp -0.1 pp +0.2 pp +11.2 pp
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Merit Financial Group, LLC CIK 0001621225 0.728 2318 19.5 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 19.3 14.9% 2 +5.2 pp +14.9 pp +14.9 pp +14.9 pp
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Jacobi Capital Management LLC CIK 0001689646 0.613 644 19.2 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
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MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 18.9 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 18.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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Leisure Capital Management CIK 0001631507 0.304 157 17.2 5.7% 3 -0.1 pp -0.2 pp +5.7 pp +5.7 pp
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DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 14.6 2.0% 3 -0.0 pp +0.1 pp +2.0 pp +2.0 pp
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Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 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
BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 -3.7 pp -3.6 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 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
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
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
Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -1.9 pp -2.1 pp +0.0 pp +0.0 pp
Oxinas Partners, LLC CIK 0001759320 0.299 149 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL FINANCIAL GROUP INC /ADV CIK 0000701189 0.768 53 0.0 0.0% 0 -9.4 pp -9.2 pp +0.0 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.0 0.0% 0 -2.0 pp -2.7 pp +0.0 pp +0.0 pp
Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -8.6 pp -5.4 pp +0.0 pp +0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
True Freedom Investing, LLC CIK 0002096483 0.916 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 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
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp -2.5 pp -2.3 pp -2.4 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WIN ADVISORS, INC CIK 0001897144 0.000 75 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 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 -0.5 pp +0.0 pp +0.0 pp
Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 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
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 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
Invst, LLC CIK 0001867587 0.314 343 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
Socha Financial Group, LLC CIK 0001967966 0.891 14 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Saxony Capital Management, LLC CIK 0001561330 0.116 186 0.0 0.0% 0 -1.4 pp -2.7 pp +0.0 pp +0.0 pp
BLB&B Advisors, LLC CIK 0001389059 0.813 286 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ted Buchan & Co CIK 0002033413 0.435 95 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
AHL INVESTMENT MANAGEMENT, INC. CIK 0001908425 0.302 68 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.3 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
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -2.7 pp -2.5 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.2 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 +0.0 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
SHAKER INVESTMENTS LLC/OH CIK 0001009005 0.197 87 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 -2.4 pp -2.4 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 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 -1.1 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 SCHX). Qtrs Held counts distinct quarters this fund has actually held SCHX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCHX position size. Δ columns are the percentage-point change in SCHX'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