Signals

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☆SGOV

55 in-universe funds with a nonzero position in SGOV within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#7
Score / z1.765 / 11.91
Consensus22.53 over 44 funds
Momentumno 12m return

Price & positioning

250 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)
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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 ▾
☆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 1,030.1 0.1% 1 +0.1 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 633.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 294.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 181.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 170.3 5.7% 2 +0.2 pp +5.7 pp +5.7 pp +5.7 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 109.1 7.0% 2 +2.9 pp +7.0 pp +7.0 pp +7.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 90.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 90.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 79.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 68.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Alpha Wealth Funds, LLC CIK 0002059327 0.680 60 59.3 64.4% 1 +64.4 pp +64.4 pp +64.4 pp +64.4 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 56.4 56.5% 1 +56.5 pp +56.5 pp +56.5 pp +56.5 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 56.1 12.8% 2 -0.2 pp +12.8 pp +12.8 pp +12.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 54.1 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 51.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 46.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 32.4 3.4% 2 +0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 28.5 3.8% 2 -2.3 pp +3.8 pp +3.8 pp +3.8 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 27.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 27.2 23.7% 1 +23.7 pp +23.7 pp +23.7 pp +23.7 pp
☆Farnam Financial LLC CIK 0002080267 0.372 53 14.4 14.6% 2 -1.8 pp +14.6 pp +14.6 pp +14.6 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 12.2 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 10.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 9.3 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 8.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 6.2 4.7% 2 +0.9 pp +4.7 pp +4.7 pp +4.7 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 6.1 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 5.7 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 5.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 3.1 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisco Financial Planning LLC CIK 0002133972 0.753 29 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.1 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +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 SGOV). Qtrs Held counts distinct quarters this fund has actually held SGOV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SGOV position size. Δ columns are the percentage-point change in SGOV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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