Signals

← Signals

☆SHM

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

Flow ranking

Rank#21992
Score / z0.000 / -0.02
Consensus143.54 over 242 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 ▾
☆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 1,044.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 259.2 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 167.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 150.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 114.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 110.3 6.8% 5 -0.6 pp +0.6 pp +0.1 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 94.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 79.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 67.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 65.1 0.4% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 56.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 53.8 1.6% 5 -0.1 pp +0.0 pp +0.0 pp -1.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 35.9 0.5% 5 -0.0 pp -0.8 pp -0.8 pp -0.8 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 32.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 31.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 28.5 0.5% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 24.3 0.7% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 23.6 2.6% 5 -0.1 pp +0.1 pp +0.2 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 23.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.7 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 13.4 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 9.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Symmetry Partners, LLC CIK 0001697493 0.824 295 9.6 0.5% 5 -0.0 pp -0.0 pp -0.4 pp -0.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 9.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 9.1 1.5% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 8.9 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 8.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 7.2 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 6.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 5.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 5.7 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 5.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.0 0.0% 7 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 4.8 2.2% 5 -0.2 pp -0.2 pp -0.5 pp -0.7 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 4.8 1.0% 5 -0.0 pp -0.0 pp +0.5 pp +0.6 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 4.6 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 4.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 4.3 0.9% 5 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 4.1 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 3.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 3.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 3.4 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameraudi Asset Management, Inc. CIK 0001772954 0.183 45 3.3 1.5% 5 -0.3 pp -0.3 pp -0.5 pp -0.2 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆GenTrust, LLC CIK 0001697110 0.832 201 3.2 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RW Investment Management LLC CIK 0001631627 0.928 115 3.1 0.3% 1 +0.3 pp +0.3 pp -0.1 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 2.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Columbia River Financial Group, LLC CIK 0002057074 0.514 58 2.7 1.4% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Tilson Financial Group, Inc. CIK 0001964820 0.636 86 2.7 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 2.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.4 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 2.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Leisure Capital Management CIK 0001631507 0.304 157 2.3 0.7% 5 -0.1 pp -0.2 pp -0.7 pp -1.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 2.3 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 2.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 2.2 0.8% 5 -0.2 pp -0.3 pp -0.3 pp -0.4 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 2.2 0.4% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 2.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 2.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 2.2 0.6% 5 -0.8 pp -1.0 pp -1.0 pp -1.0 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 2.1 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 2.1 0.1% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 2.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 2.0 0.9% 5 -0.4 pp -0.2 pp -0.4 pp -0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.0 0.0% 5 -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 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 1.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WEALTHCARE CAPITAL MANAGEMENT LLC CIK 0001516450 0.918 105 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 1.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.7 0.2% 5 -0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.6 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 1.5 0.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 1.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Hurlow Wealth Management Group, Inc. CIK 0001747749 0.738 125 1.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 1.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 1.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 1.4 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 1.4 0.0% 1 +0.0 pp +0.0 pp -1.3 pp -1.4 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 1.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 1.4 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquire Wealth Advisors, LLC CIK 0001745945 0.880 53 1.3 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 1.3 0.5% 4 -0.3 pp -0.4 pp -0.4 pp +0.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 1.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rare Wolf Capital LLC CIK 0002105393 0.160 120 1.2 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 1.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Johnson Financial Group, LLC CIK 0001706327 0.913 279 1.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 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
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Wealth Management LLC CIK 0002094948 0.328 59 0.0 0.0% 0 -0.2 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 +0.0 pp +0.0 pp -0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Diligent Investors, LLC CIK 0001549042 0.241 357 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -2.1 pp -2.0 pp -1.9 pp
☆SYKON CAPITAL LLC CIK 0001988408 0.008 112 0.0 0.0% 0 -0.7 pp -0.5 pp -0.8 pp +0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 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 SHM). Qtrs Held counts distinct quarters this fund has actually held SHM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SHM position size. Δ columns are the percentage-point change in SHM'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