Signals

SECT

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

Flow ranking

Rank#22542
Score / z-0.058 / -0.07
Consensus35.29 over 68 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1,054.4 9.0% 6 +0.7 pp +0.5 pp +9.0 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 373.6 0.5% 5 -0.1 pp -0.0 pp -0.3 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 308.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 81.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 43.9 1.0% 4 -0.1 pp +0.0 pp +0.2 pp +1.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 32.5 1.2% 4 -0.0 pp -0.0 pp +0.0 pp +1.2 pp
Main Management LLC CIK 0001583092 0.804 95 24.0 1.7% 4 -0.1 pp -0.1 pp -0.0 pp +1.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 21.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madrona Financial Services, LLC CIK 0001578370 0.590 143 15.4 3.4% 4 -2.5 pp -2.6 pp -2.5 pp +3.4 pp
Copley Financial Group, Inc. CIK 0002045258 0.304 118 14.7 8.9% 5 -3.1 pp -3.8 pp -4.1 pp -5.8 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 12.8 1.7% 6 -1.0 pp -0.9 pp +1.4 pp -1.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 12.7 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Encompass More Asset Management CIK 0002011218 0.126 270 10.2 1.7% 4 -0.7 pp -0.7 pp -1.3 pp +1.7 pp
AMG Asset Management Group, Inc. CIK 0002113282 0.310 92 9.6 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 9.3 7.4% 2 -1.3 pp +7.4 pp +7.4 pp +7.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 8.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 8.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Spire Wealth Management CIK 0001858740 0.515 2226 7.9 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 7.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
CWM, LLC CIK 0001535847 0.788 5645 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 5.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Echo45 Advisors LLC CIK 0001908617 0.495 78 4.2 2.4% 4 -0.1 pp -0.2 pp -0.2 pp +2.4 pp
PACIFIC FINANCIAL GROUP INC CIK 0001279926 0.374 85 3.6 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
Balefire, LLC CIK 0001750924 0.097 475 2.9 0.5% 4 +0.0 pp +0.1 pp +0.3 pp +0.5 pp
Advantage Trust Co CIK 0002009346 0.631 197 2.8 1.3% 4 -0.1 pp -0.0 pp +0.1 pp +1.3 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 2.7 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 2.6 0.5% 4 -0.1 pp -0.1 pp -0.4 pp +0.5 pp
CFC Planning Co LLC CIK 0001854428 0.192 70 2.5 1.8% 4 -0.1 pp -0.3 pp -0.4 pp +1.8 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 2.4 0.8% 1 +0.8 pp -0.2 pp -0.8 pp +0.8 pp
Lunt Capital Management, Inc. CIK 0001608034 0.429 90 2.3 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 2.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 1.5 0.4% 4 -0.3 pp -0.2 pp -0.2 pp +0.4 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.3 0.9% 4 -0.1 pp -0.2 pp -0.4 pp +0.9 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.3 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BAM Wealth Management, LLC CIK 0002093649 0.035 166 1.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.3 0.0% 4 -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% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TCP Asset Management, LLC CIK 0001961898 0.763 141 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.6 0.0% 4 -0.0 pp -0.0 pp -0.3 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.5 0.5% 4 -0.0 pp +0.2 pp +0.2 pp +0.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.5 0.0% 4 -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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 4 -0.4 pp -0.3 pp -0.4 pp +0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethos Financial Group, LLC CIK 0001954242 0.258 648 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% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 1 +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 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Buck Wealth Strategies, LLC CIK 0001973259 0.427 1170 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 0.3 0.0% 4 -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% 1 +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% 4 -0.0 pp -0.0 pp -0.7 pp +0.0 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 4 -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% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 4 +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 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.1 0.0% 4 -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% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 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% 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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
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
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.5 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
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
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 +0.0 pp
Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp -5.4 pp -6.0 pp +0.0 pp
BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.4 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
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 +0.0 pp +0.0 pp -35.8 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 -1.4 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
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 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
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
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
Waterfront Wealth Inc. CIK 0001775210 0.257 298 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 -3.0 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status