Signals

← Signals

☆SCZ

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

Flow ranking

Rank#1242
Score / z0.036 / 0.03
Consensus274.27 over 495 funds
Momentumnot computed

Price & positioning

226 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 4,379.1 1.8% 5 -0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 795.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 520.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 437.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 370.9 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 319.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 312.5 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 304.6 1.0% 5 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 245.8 0.0% 5 -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 187.3 0.0% 7 -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 161.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 132.8 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 126.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 112.0 2.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 107.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 104.8 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 97.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 88.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 79.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 77.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 72.3 1.6% 5 +0.0 pp +0.0 pp +0.6 pp +0.8 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 72.3 0.8% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 59.6 0.0% 1 +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 59.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 50.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 49.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 46.0 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 45.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Advisory Corp CIK 0001813369 0.897 58 45.3 6.0% 5 -0.3 pp -0.7 pp -0.7 pp -1.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 43.6 0.3% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 41.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 38.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 37.2 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 34.9 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 32.6 0.8% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 31.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 31.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 31.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 30.4 1.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 28.6 8.3% 5 -0.2 pp -0.2 pp +0.1 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 26.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 25.5 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 25.3 6.7% 5 +1.2 pp +1.6 pp +1.6 pp +1.1 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 25.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 24.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 24.3 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 24.2 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 23.8 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 21.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 21.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 20.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 19.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 19.8 0.9% 5 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 19.7 2.1% 5 -0.2 pp -0.2 pp -0.2 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 18.6 1.2% 5 -0.6 pp +0.2 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.9 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.2 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 16.2 1.0% 5 +0.0 pp -1.9 pp -1.9 pp -1.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 14.4 0.1% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 14.2 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 14.1 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 13.9 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 13.8 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 13.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 13.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 13.4 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 12.8 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Shoker Investment Counsel, Inc. CIK 0001599623 0.544 113 12.2 3.1% 5 -0.3 pp -0.2 pp -0.0 pp -0.1 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
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 11.7 3.6% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 11.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 11.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 11.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Stewardship, LLC CIK 0001998101 0.563 73 11.3 4.7% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 11.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 11.1 2.5% 5 -0.4 pp -0.8 pp -0.9 pp -2.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 10.8 3.1% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 10.8 1.9% 5 -0.2 pp +1.6 pp +1.5 pp +1.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 10.5 2.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 10.1 0.2% 1 +0.2 pp -0.1 pp -0.0 pp -0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 9.7 1.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 9.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 9.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 9.3 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 9.2 2.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SACHEM HILL LLC CIK 0001994333 0.818 67 8.8 1.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 8.5 1.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 8.5 5.7% 5 -0.5 pp -0.5 pp +1.4 pp +1.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 8.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 8.2 1.1% 5 -0.2 pp -0.2 pp -0.0 pp +0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 8.1 1.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 7.7 2.4% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 7.3 2.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.3 0.0% 5 -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 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 7.1 0.4% 5 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 6.8 2.8% 5 -0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 6.7 4.6% 2 -0.0 pp +4.6 pp +4.6 pp +4.6 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 6.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 6.0 0.9% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆My Personal CFO, LLC CIK 0001916366 0.544 91 6.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 5.9 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 5.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 5.8 1.6% 5 +0.0 pp +0.1 pp -0.1 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 5.7 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 5.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 5.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 5.6 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 5.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 5.4 0.3% 5 +0.0 pp -0.4 pp -0.4 pp -0.8 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 5.3 0.9% 5 -0.2 pp -0.1 pp -0.4 pp -0.4 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 5.3 1.8% 5 -0.2 pp -2.2 pp -6.1 pp -6.9 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 5.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 5.1 1.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 5.1 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 5.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 4.8 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 4.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 4.6 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 4.5 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 4.5 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Cooke Wealth Management, LLC CIK 0002093659 0.633 39 4.5 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
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☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆River Wealth Advisors LLC CIK 0001642570 0.501 217 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST CITIZENS INVESTOR SERVICES, INC. CIK 0001051487 0.000 0 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
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☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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☆Main Management LLC CIK 0001583092 0.804 95 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.0 0.0% 0 -0.1 pp -0.4 pp -0.1 pp -0.2 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
☆PICTET BANK & TRUST Ltd CIK 0001535631 0.266 38 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -1.6 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 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
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☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆CM WEALTH ADVISORS LLC CIK 0001764581 0.736 194 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
☆WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -0.0 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
☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆STRATEGIC ADVISORY PARTNERS, LLC CIK 0002114344 0.765 41 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
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 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
☆United Advisor Group, LLC CIK 0002004873 0.269 527 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 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp -1.2 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 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
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 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 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆HM PAYSON & CO CIK 0000928052 0.806 1139 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
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 0 -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% 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
☆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
☆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
☆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
☆Archer Investment Management, LLC CIK 0002052868 0.202 110 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McElhenny Sheffield Capital Management, LLC CIK 0001886813 0.180 108 0.0 0.0% 0 +0.0 pp -0.1 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
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRYVE WEALTH MANAGEMENT LLC CIK 0002113283 0.665 38 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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 +0.0 pp +0.0 pp -0.1 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
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆rebel Financial LLC CIK 0002077940 0.467 65 0.0 0.0% 0 -1.5 pp -1.6 pp -1.6 pp +0.0 pp
☆MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 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
☆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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp -0.9 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 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 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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 -0.1 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 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 -0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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
☆Daytona Street Capital LLC CIK 0002101936 0.079 277 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 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 (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