Signals

← Signals

☆SDVY

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

Flow ranking

Rank#370
Score / z0.593 / 0.70
Consensus192.43 over 401 funds
Momentum-0.17 ≠

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest+86% / 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 1,123.4 0.3% 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 796.6 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 664.0 0.2% 6 -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 572.0 0.1% 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 428.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 356.1 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 292.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 289.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 204.1 2.7% 5 -0.2 pp +0.1 pp +0.1 pp -1.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 173.3 2.3% 5 +0.0 pp +0.2 pp -0.2 pp -0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 170.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 157.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 152.3 4.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 145.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 139.1 0.2% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 136.5 0.1% 5 +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 118.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LVZ, Inc. CIK 0001574408 0.888 177 116.7 11.9% 5 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 111.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 79.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 77.3 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 75.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 73.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 72.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Southern Financial Group, LLC CIK 2140714 0.869 95 56.4 14.4% 2 +0.0 pp +14.4 pp +14.4 pp +14.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 55.3 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 50.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 43.3 2.2% 5 +0.0 pp +0.1 pp +0.3 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 38.7 0.6% 5 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JSF Financial, LLC CIK 0001802224 0.568 141 38.2 6.2% 3 -0.7 pp +1.6 pp +6.2 pp +6.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 37.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 36.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 36.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 36.1 1.2% 6 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 34.4 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 29.8 1.3% 3 +0.1 pp +0.4 pp +1.3 pp +1.3 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 28.1 6.0% 2 +0.3 pp +6.0 pp +6.0 pp +6.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 28.1 1.1% 5 +0.8 pp +0.9 pp +1.1 pp +0.8 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 27.7 2.7% 5 +0.5 pp +1.2 pp +1.4 pp +1.4 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 27.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 26.9 1.7% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 26.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 25.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 25.2 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 24.7 1.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 23.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 23.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 21.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 21.6 4.0% 5 +0.1 pp +0.1 pp -0.1 pp +0.3 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 20.2 3.9% 5 +0.3 pp +0.0 pp +0.6 pp +0.5 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 20.1 3.5% 5 -0.3 pp -0.1 pp +0.1 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 19.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 19.1 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 19.0 6.7% 5 -1.2 pp -0.9 pp -0.8 pp -0.6 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 18.8 0.3% 5 -0.3 pp +0.1 pp +0.0 pp +0.0 pp
☆DAGCO, INC. CIK 0001767343 0.605 117 18.5 3.4% 5 -0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 18.1 0.3% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Solano Wealth Investment Advisors LLC CIK 0002049179 0.690 35 18.0 8.2% 5 -0.2 pp -0.0 pp +0.3 pp +0.6 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 17.5 0.7% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 15.7 2.1% 5 -0.0 pp +0.1 pp -0.1 pp -0.0 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 15.3 9.5% 5 +2.0 pp +4.9 pp +4.7 pp +3.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 14.4 2.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 14.3 0.2% 5 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 14.0 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 13.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 13.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 13.5 0.6% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 13.5 0.2% 5 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 13.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 13.0 4.1% 3 +0.1 pp +0.2 pp +4.1 pp +4.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 12.9 0.1% 2 -0.2 pp +0.1 pp +0.1 pp -0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 12.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 12.7 0.7% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆S Harris Financial Group, LLC CIK 0002112907 0.391 124 12.7 9.8% 2 -0.4 pp +9.8 pp +9.8 pp +9.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 12.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TrueWealth Advisors, LLC CIK 0001817714 0.496 235 12.0 2.7% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 12.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 11.7 1.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 11.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 11.1 0.2% 4 -0.8 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 10.9 0.1% 3 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 10.9 1.9% 5 -0.0 pp +0.6 pp +0.5 pp +0.5 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 10.9 2.5% 4 +0.1 pp +0.1 pp +0.1 pp +2.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 10.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 9.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 9.5 3.0% 5 +0.4 pp +0.4 pp +0.5 pp -1.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 9.5 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 9.5 1.1% 5 +0.1 pp -0.3 pp -0.2 pp -0.3 pp
☆LCW Services, LLC CIK 0002110690 0.770 40 9.4 4.1% 2 +0.1 pp +4.1 pp +4.1 pp +4.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 9.4 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 9.2 0.4% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Baron Wealth Management LLC CIK 0001968507 0.535 304 9.2 2.4% 5 +0.2 pp +0.4 pp +1.2 pp +1.3 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 9.2 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 9.1 0.7% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 8.9 1.6% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 8.8 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 8.6 0.3% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 8.5 1.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 8.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 8.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIGHT FINANCIAL ADVISORS, INC. CIK 0002022456 0.583 72 7.9 3.3% 5 +0.0 pp +0.5 pp +0.9 pp +0.8 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 7.8 1.6% 4 +0.0 pp -0.7 pp -0.2 pp +1.6 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 7.8 1.4% 5 -0.2 pp -0.3 pp -0.6 pp -1.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 7.7 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 7.7 2.3% 5 +0.1 pp +2.2 pp +2.3 pp +2.3 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 7.6 6.1% 5 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 7.6 1.5% 5 +0.2 pp -1.1 pp -1.0 pp -0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 7.4 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chris Bulman Inc CIK 0002032404 0.343 165 7.3 2.7% 5 +0.3 pp +0.8 pp +0.9 pp +1.5 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 7.3 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 7.3 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 7.3 0.2% 5 -0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Gaddis Premier Wealth Advisors LLC CIK 0002087873 0.444 98 7.1 4.3% 2 -0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆PMG Wealth Management, Inc. CIK 0002052904 0.465 61 6.9 4.3% 2 +2.3 pp +4.3 pp +4.3 pp +4.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 6.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 6.8 2.0% 5 -0.2 pp -0.1 pp -0.0 pp -0.3 pp
☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 6.8 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 6.8 0.3% 5 -0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆Performance Wealth Partners, LLC CIK 0001908765 0.943 235 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bravera Wealth CIK 0002126773 0.454 352 6.8 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 6.7 3.1% 5 -1.3 pp -0.3 pp +0.4 pp +0.7 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 6.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.437 612 6.3 3.5% 5 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 6.3 1.8% 5 +0.4 pp +0.5 pp +0.4 pp +0.4 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 6.2 2.4% 2 +0.4 pp +2.4 pp +2.4 pp -0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 6.1 1.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 6.0 1.7% 5 +0.2 pp -5.6 pp +0.1 pp +0.0 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 6.0 2.1% 5 -0.4 pp -0.1 pp -1.2 pp +0.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oxford Wealth Group, LLC CIK 0002007082 0.362 89 5.8 2.6% 3 +0.3 pp +1.8 pp +2.6 pp +2.6 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 5.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gerald Baker Financial Group LLC CIK 0002133489 0.454 126 5.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.6 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 5.5 0.4% 5 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 5.3 0.2% 5 -0.3 pp -0.5 pp -0.5 pp -0.8 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 5.3 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 5.1 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Catalyst Investment Management LLC CIK 0002055584 0.252 73 5.0 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 4.8 0.3% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 4.8 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.7 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Virtus Family Office LLC CIK 0001913482 0.217 62 4.7 3.7% 5 +0.1 pp +0.2 pp +0.4 pp +1.7 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 4.7 0.8% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 4.6 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Griffith & Werner, Inc. CIK 0002057200 0.308 71 4.6 2.1% 4 +0.4 pp +0.6 pp +0.5 pp +2.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.5 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.186 90 4.4 3.8% 6 -0.2 pp -0.0 pp -0.4 pp -0.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Portfolio Advisors, LLC CIK 0002109204 0.353 48 4.4 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 4.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 4.2 1.5% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 4.2 1.3% 6 -0.2 pp -0.1 pp +0.6 pp -0.6 pp
☆IFC & Insurance Marketing, Inc. CIK 0002095709 0.398 78 4.1 3.6% 2 -0.0 pp +3.6 pp +3.6 pp +3.6 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 4.1 1.0% 7 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 4.1 1.1% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 3.9 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 3.8 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 3.8 0.4% 1 +0.4 pp +0.4 pp -0.0 pp +0.3 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 3.8 1.7% 5 -0.1 pp +0.0 pp +0.2 pp +0.3 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 3.7 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 3.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 3.7 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 3.7 0.4% 5 -0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 3.6 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 3.6 0.5% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 3.5 0.4% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 3.5 2.2% 3 +0.6 pp +1.1 pp +2.2 pp +2.2 pp
☆CAPITAL FINANCIAL GROUP INC\CO\ /ADV CIK 0001061555 0.258 102 3.4 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 3.4 0.3% 4 +0.1 pp -0.3 pp +0.2 pp +0.3 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 3.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 3.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 3.3 0.7% 4 -0.1 pp +0.2 pp +0.2 pp +0.7 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 3.2 1.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Goldenstone Wealth Management LLC CIK 0002109094 0.229 76 3.2 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 3.2 1.5% 6 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Stone Wealth Partners CIK 0001813454 0.281 63 3.1 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XCELSIOR ADVISOR PARTNERS LLC CIK 0002110679 0.027 452 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 3.1 0.8% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Formidable Asset Management, LLC CIK 0001592613 0.375 387 3.0 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆OakTrust Wealth Advisors, LLC CIK 0002113908 0.440 69 3.0 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 2.9 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.5 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 2.9 2.0% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.9 0.6% 5 +0.5 pp +0.5 pp +0.4 pp +0.4 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 2.8 1.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 2.8 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.8 0.4% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 2.8 2.1% 6 +0.4 pp +0.3 pp +0.1 pp +0.1 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 2.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 2.7 0.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Junk Investment Group, LLC CIK 0002112570 0.550 97 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 2.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 2.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 2.6 1.0% 5 -0.0 pp -0.1 pp -2.3 pp -3.3 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 2.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.6 0.8% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 2.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 2.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 2.6 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 2.5 1.0% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 2.4 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.4 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 2.4 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
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☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 2.3 0.7% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 2.3 0.3% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Juno Financial Group LLC CIK 0002106874 0.603 73 2.2 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Purus Wealth Management, LLC CIK 0001844250 0.399 171 2.1 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Summit Investment Advisory Services, LLC CIK 0001914395 0.458 89 2.1 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 2.0 1.0% 5 -0.0 pp -0.6 pp -1.0 pp -1.0 pp
☆Financial Management, Inc. CIK 2143070 0.568 46 2.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concentrum Wealth Management CIK 0001765387 0.553 127 1.9 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
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☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 1.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 1.8 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 1.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Goodman Financial Corp CIK 0001382303 0.242 73 1.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 1.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 1.6 0.9% 5 -0.1 pp -0.6 pp -0.4 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 1.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.6 0.9% 5 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
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☆FMR LLC CIK 0000315066 0.989 5571 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantus Wealth LLC CIK 0002109783 0.080 236 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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☆Barry Investment Advisors, LLC CIK 0001631639 0.649 102 1.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 1.4 0.8% 3 -0.3 pp -0.3 pp +0.8 pp +0.8 pp
☆Cornerstone Wealth, LLC/TN CIK 0002135644 0.178 102 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
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☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 1.3 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆tru Independence LLC CIK 0001785445 0.641 108 1.2 0.5% 5 -0.0 pp +0.3 pp +0.2 pp +0.2 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.2 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 1.2 0.8% 5 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
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☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.7 pp -0.6 pp -0.5 pp -0.6 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 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
☆Hidden Cove Wealth Management, LLC CIK 0001963736 0.284 133 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 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
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.3 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
☆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
☆High Note Wealth, LLC CIK 0001807283 0.547 959 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 -0.3 pp
☆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
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 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 +0.0 pp +0.0 pp -0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Sawyer & Company, Inc CIK 0001722436 0.286 202 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 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
☆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
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 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
☆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
☆Fairway Wealth LLC CIK 0002019393 0.715 239 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
☆Darden Wealth Group Inc CIK 0002011221 0.260 155 0.0 0.0% 0 -0.1 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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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 -0.1 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
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 +0.0 pp -3.3 pp -3.0 pp -3.3 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
☆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
☆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
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 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
☆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
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 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 +0.0 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
☆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 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 (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