Signals

← Signals

☆SDVY

633 in-universe funds with a nonzero position in SDVY within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#870
Score / z0.151 / 0.12
Consensus185.45 over 384 funds
Momentumno 12m return

Price & positioning

222 cached closes, trailing year
Drawdownno history
Short interest+4% / 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 980.7 0.3% 4 -0.0 pp -0.0 pp -0.0 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 732.8 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 604.3 0.2% 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 497.7 0.1% 4 +0.0 pp +0.0 pp +0.0 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 373.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 313.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 263.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 248.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 180.4 2.9% 4 +0.3 pp +0.3 pp -1.5 pp +2.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 155.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 151.0 2.3% 4 +0.2 pp -0.2 pp -0.2 pp +2.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 142.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 136.9 4.2% 4 +0.1 pp +0.1 pp +0.2 pp +4.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 136.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 117.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 110.9 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 105.4 12.0% 4 +0.0 pp -0.1 pp +0.4 pp +12.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 104.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 66.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 65.4 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 58.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 58.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 57.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 53.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Southern Financial Group, LLC CIK 2140714 0.869 95 51.4 14.4% 1 +14.4 pp +14.4 pp +14.4 pp +14.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 50.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 41.0 1.0% 3 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 40.6 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 40.5 2.2% 4 +0.1 pp +0.3 pp +0.2 pp +2.2 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 35.2 6.9% 2 +2.3 pp +6.9 pp +6.9 pp +6.9 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 34.0 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 33.6 0.5% 4 +0.1 pp +0.0 pp -0.0 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 33.5 1.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 32.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 29.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 27.0 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 25.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 24.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 24.0 1.7% 4 +0.1 pp +0.1 pp +0.2 pp +1.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 23.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 22.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 22.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 22.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 21.6 1.4% 4 +0.2 pp +0.3 pp +0.4 pp +1.4 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 21.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 21.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 20.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 20.1 2.2% 4 +0.7 pp +0.9 pp +0.9 pp +2.2 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 19.3 3.9% 4 +0.0 pp -0.2 pp +0.2 pp +3.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 17.8 3.9% 4 +0.2 pp +0.4 pp +0.5 pp +3.9 pp
☆CWM, LLC CIK 0001535847 0.788 5645 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 17.5 7.8% 4 +0.3 pp +0.4 pp +0.6 pp +7.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 17.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 17.1 3.6% 4 -0.2 pp +0.3 pp +0.3 pp +3.6 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 16.8 8.4% 4 +0.2 pp +0.4 pp +0.7 pp +8.4 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 16.4 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 16.4 2.6% 4 +0.0 pp +0.1 pp -1.5 pp +2.6 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 16.3 3.5% 4 +0.3 pp +0.1 pp +0.2 pp +3.5 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 15.2 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 14.3 2.1% 4 +0.1 pp -0.0 pp -0.0 pp +2.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 13.8 0.5% 4 -0.1 pp -0.2 pp -0.2 pp +0.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 13.2 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 13.0 4.0% 2 +0.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 12.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 12.0 0.4% 6 +0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.9 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 11.8 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 11.7 0.4% 4 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 11.7 1.3% 4 +0.1 pp -0.0 pp -0.0 pp +1.3 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 11.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 11.6 2.3% 4 +0.2 pp +0.3 pp +0.5 pp +2.3 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 11.5 0.6% 4 +0.1 pp +0.0 pp -0.2 pp +0.6 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 11.3 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆S Harris Financial Group, LLC CIK 0002112907 0.391 124 11.2 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 11.1 7.5% 4 +2.9 pp +2.7 pp +1.7 pp +7.5 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 11.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 10.5 2.6% 4 -0.1 pp -0.1 pp -0.1 pp +2.6 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 10.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 10.2 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 10.0 0.5% 4 -0.2 pp -0.2 pp -0.5 pp +0.5 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 9.6 1.9% 4 +0.6 pp +0.5 pp +0.5 pp +1.9 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 9.5 4.4% 4 +1.0 pp +1.7 pp +2.0 pp +4.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 9.4 0.3% 1 +0.3 pp +0.3 pp -0.1 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 8.9 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 8.5 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 8.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 8.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 8.1 0.6% 4 -0.1 pp -0.1 pp -0.3 pp +0.6 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 8.1 1.7% 4 -0.1 pp -0.3 pp -0.8 pp +1.7 pp
☆LCW Services, LLC CIK 0002110690 0.770 40 8.1 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 8.1 1.6% 4 +0.1 pp +0.0 pp -0.0 pp +1.6 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 8.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 8.0 0.3% 4 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 7.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 7.9 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 7.8 1.1% 4 -0.4 pp -0.2 pp -0.3 pp +1.1 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 7.8 1.1% 4 -0.0 pp -0.1 pp -0.0 pp +1.1 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 7.6 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 7.4 2.2% 4 +0.3 pp +1.0 pp +1.1 pp +2.2 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 7.2 1.5% 3 -0.7 pp -0.3 pp +1.5 pp +1.5 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 7.2 0.3% 4 +0.1 pp +0.3 pp -0.0 pp +0.3 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 7.2 3.3% 4 +0.5 pp +0.9 pp +0.8 pp +3.3 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 6.9 2.2% 4 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 6.8 6.0% 4 +0.2 pp +0.1 pp +0.2 pp +6.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 6.6 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 6.6 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 6.5 2.5% 4 +0.3 pp -0.8 pp +0.7 pp +2.5 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 6.4 2.2% 4 +0.1 pp +0.2 pp -0.1 pp +2.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 6.3 0.3% 4 -0.0 pp -0.3 pp -0.4 pp +0.3 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 6.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 6.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 6.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bravera Wealth CIK 0002126773 0.454 352 5.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 5.7 2.0% 1 +2.0 pp +2.0 pp -0.8 pp +2.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.7 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 5.6 1.3% 4 -1.3 pp -1.2 pp -0.7 pp +1.3 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 5.5 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 5.5 3.5% 4 -0.0 pp -0.0 pp +0.4 pp +3.5 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 5.5 2.4% 4 +0.5 pp +0.6 pp +1.2 pp +2.4 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 5.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 5.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 4.8 1.1% 4 -0.1 pp -0.1 pp -0.2 pp +1.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 4.8 0.4% 4 +0.0 pp -0.4 pp -0.5 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 4.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 4.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 4.5 0.3% 4 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.4 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 4.3 1.4% 4 +0.0 pp +0.0 pp -0.0 pp +1.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 4.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 4.3 2.3% 2 +1.5 pp +2.3 pp +2.3 pp +2.3 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 4.3 3.6% 4 +0.1 pp +0.3 pp +1.6 pp +3.6 pp
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☆Maia Wealth LLC CIK 0002010858 0.212 354 3.9 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
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☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 3.4 1.1% 4 +0.1 pp -0.1 pp -0.1 pp +1.1 pp
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☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 3.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 2.9 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 2.9 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
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☆Accel Wealth Management CIK 0001838226 0.241 305 2.4 0.6% 4 +0.1 pp +0.2 pp +0.5 pp +0.6 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Keystone Financial Group CIK 0001729299 0.524 567 0.8 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
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☆Stiles Financial Services Inc CIK 0001904832 0.261 183 0.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
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☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Directional Asset Management CIK 0002105817 0.159 83 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Old Port Advisors CIK 0001744348 0.222 266 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆CPC Advisors, LLC CIK 0001805250 0.611 159 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆JT Stratford LLC CIK 0001689013 0.376 321 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.2% 4 -0.3 pp -0.4 pp -0.4 pp +0.2 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆626 Financial, LLC CIK 0001911035 0.453 126 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Headland Capital, LLC CIK 0002056637 0.802 64 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆American Financial Advisors, LLC CIK 0001767898 0.654 169 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆1776 Wealth LLC CIK 0001803140 0.442 152 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 0.3 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.2 0.0% 4 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Grove Bank & Trust CIK 0001662212 0.546 886 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -4.3 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 0 -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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.6 pp -0.5 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
☆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
☆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
☆ERn Financial, LLC CIK 0001768302 0.529 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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