Signals

SDY

1297 in-universe funds with a nonzero position in SDY within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#409
Score / z0.433 / 0.60
Consensus393.98 over 740 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+2989% / 4.5d ⚡

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
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 1,013.5 0.1% 4 -0.0 pp -0.0 pp -0.0 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 673.6 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 430.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 421.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 388.0 12.8% 3 -0.7 pp -1.8 pp +12.8 pp +12.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 298.3 0.1% 3 -0.0 pp -0.0 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 289.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 238.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 213.5 0.0% 3 -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 198.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 163.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 150.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 141.8 4.2% 3 +0.0 pp +0.6 pp +4.2 pp +4.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 132.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 129.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 111.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 110.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 107.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 102.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Destination Wealth Management CIK 0001278573 0.701 325 91.0 2.4% 3 -0.3 pp -0.4 pp +2.4 pp +2.4 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 69.9 1.1% 3 -0.1 pp +0.5 pp +1.1 pp +1.1 pp
1ST SOURCE BANK CIK 0000356264 0.857 289 67.6 3.5% 3 -0.9 pp -1.9 pp +3.5 pp +3.5 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 67.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 67.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 66.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 66.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 63.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 61.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 58.5 9.4% 3 +0.0 pp -0.2 pp +9.4 pp +9.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 56.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 53.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 49.2 2.6% 3 -0.3 pp -0.9 pp +2.6 pp +2.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 46.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 45.2 0.6% 3 +0.2 pp +0.4 pp +0.6 pp +0.6 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 44.5 5.5% 3 +0.2 pp +0.1 pp +5.5 pp +5.5 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 39.5 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 38.9 7.0% 3 -0.1 pp -0.6 pp +7.0 pp +7.0 pp
Linscomb Wealth, Inc. CIK 0001313294 0.697 311 38.7 1.6% 3 -0.1 pp -0.1 pp +1.6 pp +1.6 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 38.3 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 35.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Wolff Financial Management LLC CIK 0001767940 0.808 106 35.4 8.0% 3 -0.1 pp -0.4 pp +8.0 pp +8.0 pp
Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 34.4 1.1% 3 +0.3 pp +0.3 pp +1.1 pp +1.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 34.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 30.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 30.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 30.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lanham O'Dell & Company, Inc. CIK 0001926344 0.846 40 30.2 8.7% 3 -0.2 pp +2.5 pp +8.7 pp +8.7 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 27.6 3.5% 3 -0.4 pp -2.2 pp +3.5 pp +3.5 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 27.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 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 26.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Klingman & Associates, LLC CIK 0001662449 0.829 350 26.7 1.3% 3 -0.1 pp -0.2 pp +1.3 pp +1.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 25.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 25.4 2.8% 5 -0.1 pp -0.1 pp -0.7 pp -0.8 pp
Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 25.3 2.7% 3 -0.1 pp -0.4 pp +2.7 pp +2.7 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 24.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 24.5 8.1% 3 -0.2 pp -0.5 pp +8.1 pp +8.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 23.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 21.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 21.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 20.3 2.3% 3 -0.0 pp -0.2 pp +2.3 pp +2.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 18.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 18.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TigerOak Management, L.L.C. CIK 0002052586 0.582 139 17.3 5.3% 3 -0.2 pp -0.6 pp +5.3 pp +5.3 pp
FMR LLC CIK 0000315066 0.989 5571 16.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 15.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 15.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 15.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 15.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 15.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 15.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 14.5 5.8% 3 -0.2 pp -0.6 pp +5.8 pp +5.8 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 14.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 14.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 13.8 1.8% 3 -0.1 pp -0.3 pp +1.8 pp +1.8 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 13.7 0.6% 3 -0.1 pp -0.4 pp +0.6 pp +0.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 13.5 0.0% 3 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 13.3 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
SARD WEALTH MANAGEMENT GROUP, LLC CIK 0002010095 0.744 61 13.3 7.3% 3 -0.2 pp -0.5 pp +7.3 pp +7.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 13.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 12.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 12.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 12.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 12.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 12.1 1.6% 3 +0.3 pp +0.2 pp +1.6 pp +1.6 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 11.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 11.7 2.5% 3 -0.5 pp -0.6 pp +2.5 pp +2.5 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 11.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 11.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 11.5 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 11.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 11.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 11.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 10.9 2.1% 3 -0.0 pp -0.2 pp +2.1 pp +2.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 10.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 10.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 10.3 3.3% 2 -0.3 pp +3.3 pp +3.3 pp +3.3 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 10.1 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
CX Institutional CIK 0001737089 0.437 1568 10.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
GREENLEAF TRUST CIK 0001162170 0.957 867 10.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PRECEDENT WEALTH PARTNERS, LLC CIK 0002008666 0.294 207 10.0 2.1% 3 -0.3 pp -0.4 pp +2.1 pp +2.1 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 9.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 9.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 9.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 9.0 2.0% 3 -0.3 pp -0.4 pp +2.0 pp +2.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 8.7 0.5% 3 +0.1 pp -0.1 pp +0.5 pp +0.5 pp
KITCHING PARTNERS, LLC CIK 0002010145 0.659 40 8.5 7.8% 3 -2.3 pp -2.5 pp +7.8 pp +7.8 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 8.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Simmons Bank CIK 0001674486 0.467 369 8.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 8.2 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 8.2 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
Corsicana & Co. CIK 0001869923 0.236 309 8.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 7.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 7.6 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 7.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 7.4 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
Allworth Financial LP CIK 0001555170 0.907 5124 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aries Wealth Management CIK 0001729515 0.425 242 7.1 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 7.0 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
Private Wealth Group, LLC CIK 0001512780 0.679 76 7.0 3.3% 3 -0.0 pp -0.4 pp +3.3 pp +3.3 pp
Meridian Wealth Advisors, LLC CIK 0001768095 0.477 211 7.0 1.0% 3 +0.0 pp +0.3 pp +1.0 pp +1.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 6.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 6.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Climber Capital SA CIK 0002011229 0.279 64 6.3 4.1% 1 +4.1 pp +0.2 pp +4.1 pp +4.1 pp
American Money Management, LLC CIK 0001600085 0.432 174 6.2 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 6.0 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
TL Private Wealth CIK 0001802868 0.876 54 5.8 2.2% 3 -0.0 pp -0.2 pp +2.2 pp +2.2 pp
Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 5.7 2.2% 3 +0.1 pp +0.0 pp +2.2 pp +2.2 pp
Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 5.6 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 5.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 5.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 5.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
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Cooksen Wealth, LLC CIK 0002016393 0.582 45 1.7 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
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IFG Advisory, LLC CIK 0001728319 0.000 2358 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 -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 -0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
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China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gibson Capital, LLC CIK 0001427372 0.911 94 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 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
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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
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transcendent Capital Group LLC CIK 0002013703 0.155 128 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
Providence First Trust Co CIK 0001713735 0.116 196 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
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Headland Capital, LLC CIK 0002056637 0.802 64 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
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GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 -2.1 pp -2.4 pp +0.0 pp +0.0 pp
MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Riverstone Advisors, LLC CIK 0001763404 0.637 85 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Loudon Investment Management, LLC CIK 0001597089 0.271 95 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 -2.9 pp -2.9 pp +0.0 pp +0.0 pp
SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Berkeley Capital Partners, LLC CIK 0001667694 0.509 203 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 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 -0.1 pp +0.0 pp +0.0 pp
GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
My Personal CFO, LLC CIK 0001916366 0.544 91 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 0.0 0.0% 0 +0.0 pp -0.2 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
Orin Green Financial, LLC CIK 0001844227 0.643 83 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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Summit X, LLC CIK 0001697729 0.000 0 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 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAS Advisors LLC CIK 0001906683 0.273 67 0.0 0.0% 0 -1.8 pp -1.6 pp +0.0 pp +0.0 pp
Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Collier Financial CIK 0001902901 0.619 141 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.5 pp -0.2 pp +0.0 pp +0.0 pp
UNITED BANK CIK 0001286478 0.652 130 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp -0.1 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
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 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 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 (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