Signals

← Signals

☆SDVD

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

Flow ranking

Rank#21903
Score / z0.000 / -0.02
Consensus43.33 over 85 funds
Momentumnot computed

Price & positioning

223 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)
–
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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 36.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 30.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.9 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.0 0.0% 5 -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 18.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 15.7 0.2% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 12.7 4.4% 1 +4.4 pp +4.4 pp +1.5 pp +4.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 12.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 8.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆Z3 Capital Partners, LLC CIK 0002127787 0.319 192 8.1 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Indivisible Partners CIK 0002098400 0.368 637 7.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 5.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.6 0.1% 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
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 4.5 2.7% 5 +0.2 pp +0.4 pp +0.3 pp +0.1 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 4.3 1.3% 5 -0.1 pp -0.0 pp +0.2 pp +0.3 pp
☆Advisory Advocates, LLC CIK 0002111697 0.056 188 3.6 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 3.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 2.6 0.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.4 0.8% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 2.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Advisory Partners LLC CIK 0002124354 0.218 48 2.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 1.8 1.6% 1 +1.6 pp +1.6 pp -0.0 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cambridge Advisors Inc. CIK 0001633695 0.651 183 1.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.4 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 1.2 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 1.2 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 1.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.0% 1 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TKG Advisors, LLC CIK 0001843275 0.189 94 0.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schulz Wealth, LTD. CIK 0002011780 0.431 70 0.5 0.3% 1 +0.3 pp -0.0 pp -0.1 pp -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Van Diest Capital, LLC CIK 0002111825 0.022 176 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.2 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 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 0.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullseye Investment Management, LLC CIK 0001912451 0.171 321 0.1 0.0% 2 -0.0 pp +0.0 pp -3.1 pp -3.1 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.1 0.0% 5 -0.6 pp -0.8 pp -0.8 pp -0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 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
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.8 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.0 0.0% 0 -0.7 pp +0.0 pp -0.6 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 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
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 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
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 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
☆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
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 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
☆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
☆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
☆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
☆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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆SOUTHERN CAPITAL SERVICES INC /ADV CIK 0000711987 0.593 29 0.0 0.0% 0 -0.3 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
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 SDVD). Qtrs Held counts distinct quarters this fund has actually held SDVD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SDVD position size. Δ columns are the percentage-point change in SDVD'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