Signals

← Signals

☆SDVY

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

Flow ranking

Rank#688
Score / z0.186 / 0.25
Consensus172.06 over 354 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+11% / 1.0d ⚡

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 953.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 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 687.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 540.5 0.2% 4 +0.0 pp +0.0 pp +0.0 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 476.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 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 341.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 295.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 266.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 243.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 167.7 2.6% 3 -0.1 pp -1.8 pp +2.6 pp +2.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 159.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 136.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 130.5 4.1% 3 +0.0 pp +0.1 pp +4.1 pp +4.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 126.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 125.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 107.5 12.0% 3 -0.1 pp +0.4 pp +12.0 pp +12.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 107.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 104.1 2.1% 3 -0.4 pp -0.4 pp +2.1 pp +2.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 94.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 63.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 60.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 54.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 52.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 50.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 43.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 42.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 39.4 2.1% 3 +0.2 pp +0.0 pp +2.1 pp +2.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 38.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 30.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 29.0 1.3% 4 +0.0 pp +0.1 pp -0.1 pp +1.3 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 28.6 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 25.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 23.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 22.6 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 22.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 22.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 21.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 21.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 20.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 20.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 19.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 19.8 7.3% 3 +5.7 pp +5.6 pp +7.3 pp +7.3 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 19.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 19.4 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 19.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 18.3 3.8% 3 +0.5 pp +0.5 pp +3.8 pp +3.8 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 18.2 3.9% 3 -0.2 pp +0.2 pp +3.9 pp +3.9 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 17.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 17.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 17.1 3.7% 3 +0.2 pp +0.3 pp +3.7 pp +3.7 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 16.9 0.7% 3 +0.0 pp -0.3 pp +0.7 pp +0.7 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 16.8 7.6% 3 +0.1 pp +0.3 pp +7.6 pp +7.6 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 16.7 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 16.5 8.2% 3 +0.3 pp +0.6 pp +8.2 pp +8.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 15.4 0.3% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 15.2 2.6% 3 +0.1 pp -1.6 pp +2.6 pp +2.6 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 15.2 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 14.2 3.3% 3 -0.2 pp -0.1 pp +3.3 pp +3.3 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 13.9 2.0% 3 -0.2 pp -0.1 pp +2.0 pp +2.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 13.7 1.5% 3 +0.2 pp +0.3 pp +1.5 pp +1.5 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 13.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 12.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 12.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 11.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 11.6 2.6% 3 +0.0 pp +0.6 pp +2.6 pp +2.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 11.3 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 11.2 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 11.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 10.4 2.7% 3 -0.0 pp -0.0 pp +2.7 pp +2.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 10.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 10.1 1.4% 3 +0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 9.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 9.9 2.1% 3 +0.0 pp +0.2 pp +2.1 pp +2.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 9.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 9.7 2.4% 2 +0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 9.5 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 8.9 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 8.2 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 8.0 1.7% 3 -0.3 pp -0.7 pp +1.7 pp +1.7 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 7.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 7.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 7.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 7.8 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 7.7 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 7.5 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 7.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 6.9 3.5% 3 +0.8 pp +1.1 pp +3.5 pp +3.5 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 6.9 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 6.7 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 6.6 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 6.6 4.5% 3 -0.2 pp -1.2 pp +4.5 pp +4.5 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 6.5 5.9% 3 -0.1 pp +0.0 pp +5.9 pp +5.9 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 6.4 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 6.4 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 6.4 2.0% 3 +0.7 pp +0.8 pp +2.0 pp +2.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 6.0 2.8% 3 +0.4 pp +0.3 pp +2.8 pp +2.8 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 6.0 2.1% 3 +0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 5.7 2.2% 3 -1.1 pp +0.4 pp +2.2 pp +2.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.6 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 5.6 3.6% 3 +0.0 pp +0.4 pp +3.6 pp +3.6 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 5.4 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 5.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CX Institutional CIK 0001737089 0.437 1568 5.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 4.8 0.2% 3 +0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 4.8 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 4.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 4.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 4.3 1.9% 3 +0.1 pp +0.7 pp +1.9 pp +1.9 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 4.3 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 4.3 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.2 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 4.1 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 4.1 2.1% 3 -0.3 pp -0.5 pp +2.1 pp +2.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 4.1 3.5% 3 +0.2 pp +1.5 pp +3.5 pp +3.5 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 3.9 3.8% 4 -0.3 pp -0.9 pp -1.2 pp +3.8 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 3.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 3.6 0.9% 5 -0.0 pp +0.2 pp -0.2 pp -0.3 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 3.6 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.3 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 3.2 1.0% 3 -0.2 pp -0.2 pp +1.0 pp +1.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 3.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mason & Associates Inc CIK 0001917686 0.488 161 3.0 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 3.0 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 3.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
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☆Griffith & Werner, Inc. CIK 0002057200 0.308 71 2.9 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.9 1.4% 4 +0.7 pp -0.5 pp -0.4 pp +1.4 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 2.9 1.7% 3 -0.3 pp -0.4 pp +1.7 pp +1.7 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 2.8 1.8% 3 +0.0 pp +0.1 pp +1.8 pp +1.8 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 2.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Atlas Wealth LLC CIK 0001964106 0.022 178 2.7 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 2.6 1.5% 4 +0.0 pp +0.2 pp +0.4 pp +1.5 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 2.5 1.9% 3 +0.1 pp +0.2 pp +1.9 pp +1.9 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 2.5 1.5% 3 +0.2 pp +0.6 pp +1.5 pp +1.5 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 2.4 1.7% 4 -0.2 pp -0.2 pp +0.1 pp +1.7 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 2.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 2.4 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 2.4 1.7% 3 +0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 2.4 1.1% 3 -2.2 pp -3.2 pp +1.1 pp +1.1 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 2.3 1.7% 3 -1.0 pp -0.8 pp +1.7 pp +1.7 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 2.3 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.2 0.4% 3 -0.4 pp -0.5 pp +0.4 pp +0.4 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 2.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 2.1 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 2.1 1.6% 4 -0.3 pp -0.2 pp -0.0 pp +1.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LeClair Wealth Partners LLC CIK 0002056667 0.000 132 2.0 1.2% 3 -1.5 pp -1.9 pp +1.2 pp +1.2 pp
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☆Accel Wealth Management CIK 0001838226 0.242 305 2.0 0.5% 3 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
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☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 1.9 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
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☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 1.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 1.8 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.7 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
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☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Platform Technology Partners CIK 0001830817 0.314 393 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Rathbones Group PLC CIK 0001351991 0.902 665 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.484 172 0.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
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☆Insight Inv LLC CIK 0001909322 0.208 109 0.5 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
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☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARBOR CAPITAL MANAGEMENT INC /ADV CIK 0001027570 0.100 87 0.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Allie Family Office LLC CIK 0001908612 0.456 107 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
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☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.4 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Headland Capital, LLC CIK 0002056637 0.802 64 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.4 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆TFB Advisors LLC CIK 0001965201 0.232 190 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
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☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CacheTech Inc. CIK 0002013390 0.380 169 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.1 0.1% 4 -0.0 pp -0.3 pp -0.2 pp +0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.1 0.1% 3 -0.5 pp -0.5 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.5 pp -0.1 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -4.3 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 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 -0.3 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 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
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☆Faithward Advisors, LLC CIK 0001695078 0.111 339 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.2 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
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆GoalVest Advisory LLC CIK 0001839307 0.587 500 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 -0.2 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
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☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 -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% 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 +0.0 pp +0.0 pp
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☆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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☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 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
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp -2.6 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 SDVY). Qtrs Held counts distinct quarters this fund has actually held SDVY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SDVY position size. Δ columns are the percentage-point change in SDVY'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