Signals

← Signals

☆SDG

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

Flow ranking

Rank#21909
Score / z0.000 / -0.02
Consensus44.26 over 69 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.8 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 3.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 1.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.8 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 1.4 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 0.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.8 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.7 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.5 0.0% 2 -0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 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 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KilterHowling LLC CIK 0001759354 0.789 50 0.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 0.5 0.1% 7 -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 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Warren Street Wealth Advisors, LLC CIK 0001703496 0.661 149 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INVESTED ADVISORS CIK 0002090165 0.104 152 0.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆South Shore Capital Advisors CIK 0001852993 0.165 154 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avail Investment Partners, LLC CIK 0002134779 0.054 199 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.1 0.0% 5 -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 0.1 0.0% 5 +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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.1 0.0% 7 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 -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% 5 -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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 5 -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
☆WFA Asset Management Corp CIK 0001994434 0.679 196 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
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 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
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 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
☆GenTrust, LLC CIK 0001697110 0.832 201 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 SDG). Qtrs Held counts distinct quarters this fund has actually held SDG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SDG position size. Δ columns are the percentage-point change in SDG'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