Signals

← Signals

☆SCZ

740 in-universe funds with a nonzero position in SCZ within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23792
Score / z-0.055 / -0.08
Consensus222.08 over 403 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1,171.8 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 860.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 318.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 284.1 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 262.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 242.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 216.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 211.7 0.0% 2 +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 211.4 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 137.5 0.0% 2 -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 125.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 100.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 96.1 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 94.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 79.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 76.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 68.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 65.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 63.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 60.1 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 54.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 53.1 1.4% 2 +1.3 pp +1.4 pp +1.4 pp +1.4 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 53.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 48.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 47.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 47.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 45.9 6.8% 2 -0.4 pp +6.8 pp +6.8 pp +6.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 45.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 41.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 36.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 35.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 31.7 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 30.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 30.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 29.6 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 29.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 27.8 0.0% 2 +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 27.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 26.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 26.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 24.7 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 24.4 8.2% 2 -0.2 pp +8.2 pp +8.2 pp +8.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 24.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.453 79 22.2 5.1% 2 -0.6 pp +5.1 pp +5.1 pp +5.1 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 22.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 21.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 21.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 21.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 20.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 18.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 17.8 7.9% 2 -0.8 pp +7.9 pp +7.9 pp +7.9 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 17.8 8.1% 2 -0.4 pp +8.1 pp +8.1 pp +8.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 17.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 16.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 16.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 16.0 2.3% 2 +0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 15.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 15.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 15.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 14.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 14.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 13.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 13.5 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 12.6 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 12.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 12.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 12.0 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 11.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 11.8 3.3% 2 -1.5 pp +3.3 pp +3.3 pp +3.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 11.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 10.7 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 10.5 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆DORVAL Corp CIK 0001999144 0.667 49 10.2 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 10.2 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 10.0 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 9.9 4.7% 2 -0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 9.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 9.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 9.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 9.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 9.2 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 9.1 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 9.0 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 8.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 8.2 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 8.0 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 7.6 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 7.4 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 7.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 7.2 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 7.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 6.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 6.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 6.3 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 6.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 6.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Investors Research Corp CIK 0001730630 0.347 805 5.6 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 5.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 5.5 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 5.4 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 5.3 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 5.2 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 5.2 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 5.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 4.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 4.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 4.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Heritage Trust Co CIK 0001706028 0.449 313 4.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 4.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 4.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 4.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 4.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 3.9 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 2.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
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☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Washington Trust Advisors, Inc. CIK 0001900099 0.616 724 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 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
☆Wick Capital Partners, LLC CIK 0001904388 0.686 246 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 -0.0 pp +0.0 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
☆Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 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 -0.3 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
☆Vestcor Inc CIK 0001536925 0.400 1189 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 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
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 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
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.0 0.0% 0 -0.0 pp +0.0 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
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 SCZ). Qtrs Held counts distinct quarters this fund has actually held SCZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SCZ position size. Δ columns are the percentage-point change in SCZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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