Signals

← Signals

☆SGOV

1184 in-universe funds with a nonzero position in SGOV within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#55
Score / z3.302 / 4.69
Consensus332.04 over 643 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 1,079.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 883.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 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 802.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 415.8 0.7% 3 +0.4 pp +0.4 pp +0.7 pp +0.7 pp
☆Compound Global Advisors, LLC CIK 0001962450 0.393 38 399.2 22.1% 2 +0.4 pp +22.1 pp +22.1 pp +22.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 395.8 0.6% 3 +0.3 pp +0.1 pp +0.6 pp +0.6 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 326.8 1.3% 3 -0.2 pp -0.3 pp +1.3 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 268.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 260.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 260.0 0.4% 4 +0.0 pp +0.2 pp -0.0 pp +0.4 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 250.3 9.8% 3 -1.2 pp +3.8 pp +9.8 pp +9.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 236.0 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 235.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 226.5 0.3% 4 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 213.5 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 209.9 3.1% 3 -0.6 pp -0.2 pp +3.1 pp +3.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 202.7 3.4% 5 -0.0 pp -1.1 pp -2.3 pp -2.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 202.5 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 201.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 191.5 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 186.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 179.4 0.7% 3 -0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆Cohalo Advisory LLC CIK 0002056438 0.803 14 170.2 12.6% 3 -0.8 pp -1.0 pp +12.6 pp +12.6 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 159.2 5.8% 5 -0.3 pp -1.4 pp -1.2 pp +1.7 pp
☆Westerkirk Capital Inc. CIK 0002080423 0.554 212 153.0 14.9% 1 +14.9 pp +14.9 pp +14.9 pp +14.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 147.7 1.2% 3 -0.4 pp -0.5 pp +1.2 pp +1.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 136.2 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC CIK 0001165805 0.378 131 130.3 6.2% 3 +1.7 pp +0.9 pp +6.2 pp +6.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 128.7 3.8% 3 -0.5 pp -1.6 pp +3.8 pp +3.8 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 124.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 119.2 12.1% 3 -1.8 pp -1.4 pp +12.1 pp +12.1 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 116.3 6.5% 2 -3.6 pp +6.5 pp +6.5 pp +6.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 113.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 105.7 1.1% 3 -0.3 pp -0.1 pp +1.1 pp +1.1 pp
☆Alpha Wealth Funds, LLC CIK 0002059327 0.680 60 105.5 70.8% 4 +0.7 pp +7.7 pp +6.5 pp +70.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 105.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 101.3 2.2% 3 -0.1 pp -0.0 pp +2.2 pp +2.2 pp
☆Balentine LLC CIK 0001586678 0.932 243 101.1 3.8% 3 +0.6 pp -0.1 pp +3.8 pp +3.8 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 98.2 9.6% 3 +0.3 pp -0.4 pp +9.6 pp +9.6 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 97.4 8.8% 3 -2.5 pp -5.1 pp +8.8 pp +8.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 96.9 0.5% 4 -0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 94.2 0.4% 3 -0.1 pp -0.5 pp +0.4 pp +0.4 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 94.1 1.3% 3 +0.2 pp -0.1 pp +1.3 pp +1.3 pp
☆PEAVINE CAPITAL, LLC CIK 0001594540 0.933 9 88.9 18.8% 3 -1.0 pp +2.9 pp +18.8 pp +18.8 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 87.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 82.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Selective Wealth Management, Inc. CIK 0001755670 0.654 136 78.8 24.6% 3 +0.8 pp +5.2 pp +24.6 pp +24.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 77.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWWM, Inc. CIK 0001507683 0.886 40 76.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Avos Capital Management, LLC CIK 0001948622 0.794 22 75.6 33.0% 3 +2.3 pp -2.4 pp +33.0 pp +33.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 74.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 69.7 10.7% 5 -0.8 pp -0.4 pp -2.0 pp -2.2 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 67.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 67.5 5.4% 4 -0.2 pp -0.3 pp -0.2 pp +5.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 67.5 3.2% 4 +0.6 pp +0.1 pp +0.8 pp +3.2 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 66.6 5.4% 3 -1.2 pp -0.9 pp +5.4 pp +5.4 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 65.2 29.9% 3 +2.1 pp +0.4 pp +29.9 pp +29.9 pp
☆Nierenberg Investment Management Company, LLC CIK 0001282683 0.670 35 64.3 32.4% 1 +32.4 pp +32.4 pp +32.4 pp +32.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 64.1 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆Aspen Capital Management, LLC CIK 0002065974 0.741 83 63.0 15.6% 3 -1.8 pp -2.3 pp +15.6 pp +15.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 62.1 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 61.9 15.8% 3 -2.9 pp -2.6 pp +15.8 pp +15.8 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 58.9 1.2% 3 +0.0 pp -0.8 pp +1.2 pp +1.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 58.8 1.9% 3 +0.4 pp +0.4 pp +1.9 pp +1.9 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 57.9 4.2% 3 -3.0 pp -1.9 pp +4.2 pp +4.2 pp
☆Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 57.4 13.4% 3 -1.4 pp -7.6 pp +13.4 pp +13.4 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 57.1 8.1% 3 +1.9 pp +3.3 pp +8.1 pp +8.1 pp
☆Punch Card Management L.P. CIK 0001631664 0.788 5 56.8 18.9% 3 +1.2 pp +0.5 pp +18.9 pp +18.9 pp
☆CAMBRIDGE ASSOCIATES LLC /MA/ /ADV CIK 0000733986 0.973 56 56.6 0.9% 2 -0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 56.3 1.0% 3 -0.2 pp -0.1 pp +1.0 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 55.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 53.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 53.3 0.7% 3 +0.2 pp +0.3 pp +0.7 pp +0.7 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 52.2 1.2% 3 +0.5 pp +0.5 pp +1.2 pp +1.2 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 50.8 2.8% 3 +0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 49.0 16.8% 3 +1.1 pp -9.5 pp +16.8 pp +16.8 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 48.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 48.2 3.2% 3 +2.9 pp +2.9 pp +3.2 pp +3.2 pp
☆Elm Partners Management LLC CIK 0001743941 0.865 161 48.1 2.2% 3 -1.9 pp -5.2 pp +2.2 pp +2.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 48.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arjuna Capital CIK 0001703208 0.352 113 47.7 11.7% 3 -1.2 pp -2.9 pp +11.7 pp +11.7 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 47.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 46.8 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 46.7 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 46.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 45.2 2.0% 3 +0.2 pp +0.1 pp +2.0 pp +2.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 44.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 44.0 37.5% 4 -15.9 pp -14.7 pp -18.9 pp +37.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 43.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆3EDGE Asset Management, LP CIK 0001665605 0.494 94 42.6 2.2% 3 +0.6 pp +0.4 pp +2.2 pp +2.2 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 42.1 4.4% 3 -1.8 pp -0.7 pp +4.4 pp +4.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 41.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 39.1 0.8% 3 +0.4 pp +0.7 pp +0.8 pp +0.8 pp
☆FIRST WILSHIRE SECURITIES MANAGEMENT INC CIK 0000732847 0.415 82 38.5 9.7% 3 +4.9 pp -0.7 pp +9.7 pp +9.7 pp
☆Index Fund Advisors, Inc. CIK 0001665097 0.956 135 38.3 1.8% 3 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Ryan Investment Management, Inc. CIK 0002074440 0.127 30 37.7 20.9% 1 +20.9 pp +20.9 pp +20.9 pp +20.9 pp
☆Omnia Family Wealth, LLC CIK 0001696136 0.745 103 36.7 10.8% 3 +4.5 pp +4.7 pp +10.8 pp +10.8 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 36.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 36.0 12.1% 3 -0.1 pp -0.5 pp +12.1 pp +12.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 35.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 35.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 34.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 34.6 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 34.0 0.4% 3 -0.5 pp -0.9 pp +0.4 pp +0.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 33.4 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆One Day In July LLC CIK 0001823172 0.854 167 33.3 2.7% 3 -1.0 pp -2.5 pp +2.7 pp +2.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 32.5 0.6% 3 -0.1 pp -0.3 pp +0.6 pp +0.6 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 31.6 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 31.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 0.365 72 30.6 9.3% 2 +9.0 pp +9.3 pp +9.3 pp +9.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 30.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 30.5 3.3% 3 -0.0 pp -0.1 pp +3.3 pp +3.3 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 29.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 29.6 5.0% 3 +1.6 pp +0.8 pp +5.0 pp +5.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 29.5 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 28.8 1.1% 3 -0.2 pp +0.0 pp +1.1 pp +1.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 28.7 2.5% 5 -0.3 pp -0.7 pp -0.9 pp -0.5 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 28.4 5.4% 3 -1.1 pp +0.4 pp +5.4 pp +5.4 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 28.2 14.0% 2 +3.3 pp +14.0 pp +14.0 pp +14.0 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 27.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 27.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 27.1 1.3% 3 -0.2 pp +0.1 pp +1.3 pp +1.3 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 26.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 26.6 4.8% 3 -27.2 pp -11.8 pp +4.8 pp +4.8 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 26.6 1.5% 3 +0.2 pp -0.1 pp +1.5 pp +1.5 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 26.6 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 26.2 3.5% 2 -0.0 pp +3.5 pp +3.5 pp +3.5 pp
☆STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 26.2 2.6% 3 -0.1 pp -0.0 pp +2.6 pp +2.6 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 26.0 2.1% 3 -0.1 pp +0.2 pp +2.1 pp +2.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 26.0 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 25.6 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 25.4 1.1% 3 +0.7 pp +0.6 pp +1.1 pp +1.1 pp
☆PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 25.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 25.2 10.2% 3 +6.0 pp -4.0 pp +10.2 pp +10.2 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 25.1 8.1% 3 +0.0 pp -1.2 pp +8.1 pp +8.1 pp
☆Owen LaRue, LLC CIK 0001965328 0.199 139 24.9 9.5% 3 -0.6 pp -0.5 pp +9.5 pp +9.5 pp
☆L2 Asset Management, LLC CIK 0001686988 0.111 411 24.7 3.3% 3 -0.2 pp -0.4 pp +3.3 pp +3.3 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 24.6 2.2% 3 -0.3 pp -0.4 pp +2.2 pp +2.2 pp
☆Vickerman Investment Advisors, Inc. CIK 0001898296 0.537 100 24.3 4.9% 3 -0.9 pp -0.9 pp +4.9 pp +4.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 24.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 23.6 11.1% 3 +3.8 pp +0.4 pp +11.1 pp +11.1 pp
☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 23.6 1.7% 3 +0.9 pp +1.0 pp +1.7 pp +1.7 pp
☆TLWM CIK 0001732537 0.888 73 23.4 4.3% 3 -4.5 pp -5.0 pp +4.3 pp +4.3 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 22.9 8.9% 3 +4.3 pp +7.0 pp +8.9 pp +8.9 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 22.7 0.0% 3 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 22.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 21.9 3.8% 3 -2.0 pp -2.4 pp +3.8 pp +3.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 21.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -3.6 pp -3.8 pp -6.1 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Strategic Equity Management CIK 0001843578 0.305 65 0.0 0.0% 0 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.5 pp -0.7 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tandem Investment Partners LLC CIK 0002056333 0.314 76 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Aufman Associates Inc CIK 0001801573 0.745 67 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IronOak Wealth LLC. CIK 0002037081 0.000 64 0.0 0.0% 0 +0.0 pp -4.9 pp +0.0 pp +0.0 pp
☆Demars Financial Group, LLC CIK 0001723115 0.574 113 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 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 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Cable Car Capital, LP CIK 0001699575 0.000 215 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 -0.5 pp -0.6 pp -0.5 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -5.0 pp -5.8 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 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
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 0 -7.9 pp +0.0 pp +0.0 pp +0.0 pp
☆COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SUN LIFE FINANCIAL INC (SLF, SLFIF, SLFQF, SUNFF) CIK 0001097362 0.950 44 0.0 0.0% 0 -0.1 pp -1.4 pp +0.0 pp +0.0 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 0 -0.7 pp -0.7 pp +0.0 pp +0.0 pp
☆Newton One Investments LLC CIK 0001842787 0.836 146 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 0.0 0.0% 0 -10.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenline Partners, LLC CIK 0001697323 0.573 149 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.7 pp -0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -6.2 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Capital Co CIK 0001581465 0.464 184 0.0 0.0% 0 -0.1 pp -0.1 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 (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