Signals

SDY

1145 in-universe funds with a nonzero position in SDY within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#357
Score / z0.574 / 0.72
Consensus368.98 over 715 funds
Momentumno 12m return

Price & positioning

225 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Corient Private Wealth LP CIK 0001948780 0.887 3043 1,136.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 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 1,005.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 647.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 425.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 408.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 359.0 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 297.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 284.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 217.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 212.8 0.0% 1 +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 197.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 164.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 146.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 134.4 0.0% 1 +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 109.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 104.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 103.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 99.2 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 95.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Destination Wealth Management CIK 0001278573 0.701 325 94.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 78.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 66.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 65.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 61.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 60.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 56.1 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 52.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 51.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 48.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 46.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 38.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 38.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 38.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 38.0 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 37.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 33.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 32.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 32.3 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 32.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 29.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 28.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 27.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 27.5 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 27.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 26.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 25.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 25.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 25.4 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 24.7 3.0% 3 -0.5 pp -0.7 pp +3.0 pp +3.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 23.3 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 22.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 22.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 22.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 21.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 21.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 19.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 19.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TigerOak Management, L.L.C. CIK 0002052586 0.582 139 17.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 16.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COMERICA BANK CIK 0000901541 0.812 3711 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 15.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 15.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 14.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 14.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 14.6 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 14.6 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 14.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 14.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 13.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 13.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 13.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 13.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 13.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 12.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 12.7 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 11.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 11.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
World Investment Advisors CIK 0001652594 0.670 1523 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 10.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 10.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 10.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 10.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 10.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 10.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 10.1 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 9.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 9.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CX Institutional CIK 0001737089 0.437 1568 9.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 9.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 9.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 8.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 8.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 8.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 8.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Simmons Bank CIK 0001674486 0.467 369 8.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 8.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 8.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Apexium Financial, LP CIK 0001765285 0.880 288 8.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 8.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 7.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 7.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Aries Wealth Management CIK 0001729515 0.425 242 7.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 7.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 6.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Climber Capital SA CIK 0002011229 0.279 64 6.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 6.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
American Money Management, LLC CIK 0001600085 0.432 174 6.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TL Private Wealth CIK 0001802868 0.876 54 5.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Balefire, LLC CIK 0001750924 0.097 475 5.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 5.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.3 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 SDY). Qtrs Held counts distinct quarters this fund has actually held SDY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SDY position size. Δ columns are the percentage-point change in SDY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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