Signals

← Signals

☆SHV

743 in-universe funds with a nonzero position in SHV within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24492
Score / z-1.444 / -2.16
Consensus197.15 over 377 funds
Momentumno 12m return

Price & positioning

226 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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,051.0 0.0% 2 +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 660.1 0.0% 4 -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 607.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆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 353.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 285.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 276.1 12.7% 2 +3.6 pp +12.7 pp +12.7 pp +12.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 238.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 216.6 0.5% 3 +0.0 pp +0.1 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 166.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 165.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 149.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 137.4 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 113.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 104.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 96.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 84.5 8.6% 2 -0.4 pp +8.6 pp +8.6 pp +8.6 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 78.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 76.1 4.4% 2 -0.4 pp +4.4 pp +4.4 pp +4.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 74.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 67.8 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 62.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 61.8 6.8% 2 -0.2 pp +6.8 pp +6.8 pp +6.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 59.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 58.3 24.4% 2 -26.3 pp +24.4 pp +24.4 pp +24.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 57.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 54.4 1.6% 2 +0.4 pp +1.6 pp +1.6 pp +1.6 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 52.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 52.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 49.5 2.4% 2 -2.8 pp +2.4 pp +2.4 pp +2.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 46.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 44.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 43.2 10.2% 2 +0.7 pp +10.2 pp +10.2 pp +10.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 41.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 40.4 2.6% 2 -2.4 pp +2.6 pp +2.6 pp +2.6 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 39.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 39.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 38.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 38.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 37.3 16.6% 2 -2.6 pp +16.6 pp +16.6 pp +16.6 pp
☆Family Manage LLC CIK 0001539947 0.277 323 36.7 5.1% 2 -0.6 pp +5.1 pp +5.1 pp +5.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 35.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 35.7 5.4% 2 +0.3 pp +5.4 pp +5.4 pp +5.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 35.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marks Wealth, LLC CIK 0001838660 0.000 19 34.6 10.7% 1 +10.7 pp +10.7 pp +10.7 pp +10.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 34.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 33.4 6.0% 2 -2.7 pp +6.0 pp +6.0 pp +6.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 31.1 4.3% 2 +0.1 pp +4.3 pp +4.3 pp +4.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 30.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 30.2 5.5% 2 +1.2 pp +5.5 pp +5.5 pp +5.5 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 29.5 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 29.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 28.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 28.4 6.0% 2 -0.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 28.4 9.9% 2 -1.8 pp +9.9 pp +9.9 pp +9.9 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 27.9 21.0% 4 -1.7 pp -1.0 pp +19.0 pp +21.0 pp
☆Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 25.6 28.5% 2 -5.0 pp +28.5 pp +28.5 pp +28.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 24.9 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 24.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 23.8 8.9% 2 -2.8 pp +8.9 pp +8.9 pp +8.9 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 23.6 10.0% 2 -0.8 pp +10.0 pp +10.0 pp +10.0 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 23.1 8.9% 2 -0.2 pp +8.9 pp +8.9 pp +8.9 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 22.7 9.6% 2 -13.0 pp +9.6 pp +9.6 pp +9.6 pp
☆Sierra Legacy Group CIK 0002056766 0.241 79 22.7 16.8% 2 -1.3 pp +16.8 pp +16.8 pp +16.8 pp
☆Lee Financial Co CIK 0001391166 0.828 162 22.1 2.8% 2 +0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 21.1 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 20.8 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 20.4 6.4% 2 +0.3 pp +6.4 pp +6.4 pp +6.4 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 20.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 20.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 19.7 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 17.8 3.6% 2 -0.5 pp +3.6 pp +3.6 pp +3.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 17.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 17.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 17.1 6.0% 2 -0.4 pp +6.0 pp +6.0 pp +6.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 17.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 16.6 4.0% 2 -1.3 pp +4.0 pp +4.0 pp +4.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 16.3 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 16.2 0.7% 2 -0.4 pp +0.7 pp +0.7 pp +0.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 16.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 15.8 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 15.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 15.1 3.4% 2 -0.5 pp +3.4 pp +3.4 pp +3.4 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 14.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 14.4 1.6% 2 -0.8 pp +1.6 pp +1.6 pp +1.6 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 14.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆KWMG, LLC CIK 0001633024 0.515 153 13.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 13.7 8.0% 2 +0.8 pp +8.0 pp +8.0 pp +8.0 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 12.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 12.2 7.1% 3 +0.2 pp -0.5 pp +7.1 pp +7.1 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 12.0 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 11.8 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 11.8 5.7% 2 -0.6 pp +5.7 pp +5.7 pp +5.7 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 11.4 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 11.2 8.4% 2 -0.4 pp +8.4 pp +8.4 pp +8.4 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 11.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 10.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 10.5 0.5% 2 +0.3 pp +0.5 pp -0.0 pp +0.5 pp
☆One Day In July LLC CIK 0001823172 0.854 167 10.5 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 10.3 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 10.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 9.9 5.7% 3 -1.3 pp -2.6 pp +5.7 pp +5.7 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 9.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 9.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 9.2 1.8% 2 -0.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 9.1 0.7% 4 -0.3 pp -0.7 pp -0.2 pp +0.7 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 9.1 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 9.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 9.0 7.4% 2 -2.1 pp +7.4 pp +7.4 pp +7.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 8.7 3.1% 2 -0.7 pp +3.1 pp +3.1 pp +3.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 8.4 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.2 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 8.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 7.7 5.5% 2 -1.5 pp +5.5 pp +5.5 pp +5.5 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 7.6 4.1% 3 +2.2 pp +2.2 pp +4.1 pp +4.1 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 7.4 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 7.3 3.1% 2 -0.6 pp +3.1 pp +3.1 pp +3.1 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 7.2 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 7.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 7.1 5.9% 1 +5.9 pp +0.6 pp +5.9 pp +5.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 6.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 6.7 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 6.7 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 6.6 3.3% 2 -0.5 pp +3.3 pp +3.3 pp +3.3 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 6.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 6.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BFSG, LLC CIK 0001706836 0.376 765 6.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED BANK CIK 0001286478 0.652 130 6.3 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 6.3 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 6.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 6.1 2.2% 3 -1.0 pp -3.2 pp +2.2 pp +2.2 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 6.0 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
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☆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 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulwark Capital Corp CIK 0002075899 0.439 105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 -8.1 pp -9.1 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.0 0.0% 0 -4.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 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 +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PBMares Wealth Management LLC CIK 0001801682 0.704 196 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 -0.1 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
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 -1.6 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Climber Capital SA CIK 0002011229 0.280 64 0.0 0.0% 0 -5.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 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 +0.0 pp +0.0 pp +0.0 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 -0.4 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
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ted Buchan & Co CIK 0002033413 0.435 95 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 0.0 0.0% 0 -0.1 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
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Waypoint Wealth Partners Inc. CIK 0001817306 0.826 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Karpus Management, Inc. CIK 0001048703 0.623 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -2.7 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
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 SHV). Qtrs Held counts distinct quarters this fund has actually held SHV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SHV position size. Δ columns are the percentage-point change in SHV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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