Signals

← Signals

☆SECT

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

Flow ranking

Rank#1116
Score / z0.058 / 0.05
Consensus47.67 over 85 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1,254.0 9.6% 7 +0.6 pp +1.3 pp +1.1 pp +9.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 446.3 0.5% 6 -0.0 pp -0.1 pp -0.0 pp -0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 409.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 100.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 60.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp -34.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 46.7 1.0% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 44.2 1.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Main Management LLC CIK 0001583092 0.804 95 28.3 1.9% 5 +0.2 pp +0.0 pp +0.1 pp +0.1 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 27.7 16.8% 6 +7.9 pp +4.7 pp +4.0 pp +3.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madrona Financial Services, LLC CIK 0001578370 0.590 143 18.8 3.5% 5 +0.1 pp -2.4 pp -2.5 pp -2.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 17.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 15.6 0.5% 6 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 12.7 1.9% 5 +0.1 pp -0.5 pp -0.6 pp -1.2 pp
☆Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 11.7 6.3% 3 -1.1 pp -2.4 pp +6.3 pp +6.3 pp
☆AMG Asset Management Group, Inc. CIK 0002113282 0.311 92 11.1 6.9% 2 -0.5 pp +6.9 pp +6.9 pp +6.9 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 9.7 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 7.7 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 7.4 0.4% 5 +0.4 pp +0.4 pp +0.3 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 6.2 0.8% 1 +0.8 pp +0.8 pp +0.4 pp +0.8 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 5.0 2.6% 5 +0.2 pp +0.1 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 4.7 2.2% 3 +0.3 pp +0.4 pp +2.2 pp +2.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 3.5 0.6% 5 +0.1 pp +0.0 pp +0.0 pp -0.3 pp
☆Advantage Trust Co CIK 0002009346 0.631 197 3.4 1.2% 5 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 3.0 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Balefire, LLC CIK 0001750924 0.097 475 3.0 0.5% 5 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
☆CFC Planning Co LLC CIK 0001854428 0.192 70 3.0 1.8% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 2.8 0.7% 2 -0.1 pp +0.7 pp -0.3 pp -0.9 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 2.7 1.0% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 2.5 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 2.4 0.5% 5 +0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 2.4 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 2.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 2.0 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 1.9 1.2% 3 +0.3 pp +0.2 pp +1.2 pp +1.2 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.9 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.6 0.9% 5 +0.1 pp -0.0 pp -0.1 pp -0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.2 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 0.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 5 -0.0 pp -0.4 pp -0.3 pp -0.4 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.6 0.4% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 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 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.4 0.0% 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 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.3 0.0% 1 +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 0.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waterfront Wealth Inc. CIK 0001775210 0.257 298 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veracity Capital LLC CIK 0001811005 0.270 223 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Squire Investment Management Company, LLC CIK 0002031291 0.764 89 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp +0.0 pp -5.4 pp -6.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -1.7 pp -2.7 pp -2.6 pp -0.3 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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 SECT). Qtrs Held counts distinct quarters this fund has actually held SECT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SECT position size. Δ columns are the percentage-point change in SECT'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