Signals

← Signals

☆SCZ

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

Flow ranking

Rank#1147
Score / z0.041 / 0.05
Consensus251.81 over 462 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2,720.2 1.7% 3 +1.1 pp +1.1 pp +1.7 pp +1.7 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1,207.2 2.9% 3 +0.1 pp +0.1 pp +2.9 pp +2.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 310.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 287.1 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 264.0 0.0% 3 -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 244.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 210.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 208.7 0.0% 3 -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 185.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 140.5 0.0% 4 +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 102.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 100.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 98.6 2.1% 3 -0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 98.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 92.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 83.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 71.0 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 67.9 1.6% 3 +0.6 pp +0.7 pp +1.6 pp +1.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 66.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 60.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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 55.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 53.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 51.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 46.1 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 46.0 6.7% 3 -0.1 pp -0.4 pp +6.7 pp +6.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 45.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 39.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 37.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 34.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 34.5 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 32.2 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 31.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 29.7 1.4% 4 -0.0 pp -0.1 pp -0.1 pp +1.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 28.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 28.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 26.2 8.4% 3 +0.3 pp +0.1 pp +8.4 pp +8.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 25.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 24.7 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 23.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 22.9 5.1% 3 -0.0 pp -0.6 pp +5.1 pp +5.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 22.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 22.4 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 20.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 19.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 17.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 17.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 17.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 16.9 2.3% 3 +0.0 pp +0.3 pp +2.3 pp +2.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.6 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 15.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 15.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 15.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 15.5 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 14.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 14.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 14.3 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 14.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 14.0 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 13.4 1.6% 3 +0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 12.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 12.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 12.2 0.7% 3 -0.0 pp -0.4 pp +0.7 pp +0.7 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 11.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 11.5 3.2% 3 -0.1 pp -1.6 pp +3.2 pp +3.2 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 11.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 11.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 10.9 3.2% 3 +0.1 pp +0.1 pp +3.2 pp +3.2 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 10.9 3.6% 3 +0.0 pp -0.0 pp +3.6 pp +3.6 pp
☆DORVAL Corp CIK 0001999144 0.667 49 10.5 3.4% 3 -0.0 pp -0.0 pp +3.4 pp +3.4 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 10.2 4.9% 3 +0.1 pp +0.0 pp +4.9 pp +4.9 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 10.0 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 9.7 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 9.4 4.0% 3 -3.9 pp -4.7 pp +4.0 pp +4.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 9.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 9.1 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 9.1 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 8.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 8.9 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 8.8 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 8.1 1.7% 3 -0.1 pp -0.3 pp +1.7 pp +1.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 7.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 7.9 6.1% 3 +1.8 pp +1.8 pp +6.1 pp +6.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 7.8 1.3% 3 +0.1 pp +0.2 pp +1.3 pp +1.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 7.4 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 7.3 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 7.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 7.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 6.8 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.645 109 6.8 2.3% 3 +0.1 pp +0.1 pp +2.3 pp +2.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 5.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 5.6 2.5% 3 +0.0 pp +0.0 pp +2.5 pp +2.5 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 5.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 5.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 5.5 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 5.4 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 5.1 0.9% 3 -0.1 pp -0.3 pp +0.9 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 4.9 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 4.9 1.1% 3 -0.2 pp -0.3 pp +1.1 pp +1.1 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 4.9 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 4.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 4.8 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 4.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 4.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 4.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 4.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 4.5 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ASPIRIANT, LLC CIK 0001433541 0.906 400 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 4.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 4.1 0.1% 3 -1.3 pp +0.0 pp +0.1 pp +0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 3.9 0.7% 4 -0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 3.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 3.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 3.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆rebel Financial LLC CIK 0002077940 0.467 65 3.7 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
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☆BIP Wealth, LLC CIK 0001590214 0.504 560 2.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆Main Street Group, LTD CIK 0001965796 0.693 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.0 0.0% 0 -0.1 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
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -1.1 pp -1.2 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆PICTET BANK & TRUST Ltd CIK 0001535631 0.266 38 0.0 0.0% 0 -1.8 pp -1.6 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 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 +0.0 pp -2.2 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp -0.1 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 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 (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