Signals

← Signals

☆SHV

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

Flow ranking

Rank#23015
Score / z-0.449 / -0.43
Consensus218.42 over 444 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)
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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 1,973.2 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 619.7 0.0% 6 -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 578.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 372.3 0.1% 4 +0.0 pp +0.0 pp +0.0 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 331.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 226.1 0.5% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 215.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 184.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 157.4 1.1% 4 +0.1 pp +0.1 pp -0.4 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 151.2 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 147.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 121.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 114.2 6.9% 4 -2.6 pp -5.8 pp -2.2 pp +6.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 110.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 109.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 97.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 87.3 8.2% 4 +0.3 pp -0.5 pp -0.8 pp +8.2 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 86.6 2.2% 4 +1.0 pp +0.6 pp +1.0 pp +2.2 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 77.1 4.1% 4 -2.0 pp -0.3 pp -0.7 pp +4.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 74.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 71.3 6.1% 4 +0.0 pp -0.3 pp -0.3 pp +6.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 62.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 61.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 60.3 7.5% 4 +1.3 pp +0.8 pp +0.5 pp +7.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 59.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 57.3 8.0% 4 +0.7 pp +2.5 pp +2.8 pp +8.0 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 52.3 28.1% 4 -1.6 pp +3.7 pp -22.6 pp +28.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 47.1 2.1% 4 -0.6 pp -0.3 pp -3.1 pp +2.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 46.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 45.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆A&I FINANCIAL SERVICES, LLC CIK 0001728031 0.262 75 43.9 20.8% 1 +20.8 pp +20.8 pp +20.7 pp +20.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 43.5 0.5% 4 +0.0 pp -0.2 pp -0.3 pp +0.5 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 42.4 6.0% 4 +0.6 pp -0.0 pp -2.7 pp +6.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 42.4 11.3% 4 -1.6 pp +2.4 pp -0.4 pp +11.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 42.0 0.5% 4 +0.2 pp +0.2 pp -0.2 pp +0.5 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 40.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 39.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 39.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 36.7 1.2% 2 -0.5 pp +1.2 pp +1.2 pp +1.2 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 36.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 36.0 0.4% 4 -0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆Family Manage LLC CIK 0001539947 0.277 323 34.2 4.1% 4 -0.1 pp -1.0 pp -1.6 pp +4.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 34.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 32.5 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 31.5 13.9% 4 -1.6 pp -2.7 pp -5.4 pp +13.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 30.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 30.6 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 29.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 29.4 4.1% 2 +0.9 pp +4.1 pp +4.1 pp +4.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 29.1 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 28.1 10.8% 4 +0.8 pp +0.8 pp -0.1 pp +10.8 pp
☆Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 27.7 5.7% 4 -0.0 pp -0.3 pp -0.3 pp +5.7 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 26.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 25.6 9.3% 4 -0.3 pp -0.6 pp -2.4 pp +9.3 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 25.3 9.3% 4 +0.4 pp +0.5 pp +0.3 pp +9.3 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 25.2 19.3% 6 -1.0 pp -1.7 pp -3.4 pp -2.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 24.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 23.8 5.3% 4 -1.9 pp -5.0 pp -4.3 pp +5.3 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 23.5 11.9% 5 +4.9 pp +4.9 pp +5.1 pp +4.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 22.1 0.0% 4 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 21.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 20.7 21.1% 4 -4.1 pp -7.4 pp -12.5 pp +21.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 20.5 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 20.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Sierra Legacy Group CIK 0002056766 0.241 79 20.1 15.4% 4 -0.4 pp -1.4 pp -2.7 pp +15.4 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 19.8 0.9% 4 +0.0 pp -0.0 pp +0.1 pp +0.9 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 19.8 6.5% 5 +5.2 pp +4.2 pp +3.3 pp +1.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 19.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 19.0 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 18.0 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 17.5 4.2% 4 -0.0 pp +0.9 pp +0.8 pp +4.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 17.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 17.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 17.2 7.2% 4 -0.3 pp -2.4 pp -15.4 pp +7.2 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 17.2 4.0% 4 +0.3 pp -0.0 pp -1.3 pp +4.0 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 17.1 3.2% 4 -0.2 pp -0.4 pp -1.0 pp +3.2 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 16.0 2.4% 4 +0.1 pp +0.5 pp +0.6 pp +2.4 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 16.0 3.8% 4 +0.5 pp +0.4 pp -0.2 pp +3.8 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 15.9 4.6% 4 -0.4 pp -1.4 pp -1.8 pp +4.6 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 15.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 15.5 3.2% 4 -1.4 pp -1.4 pp -1.6 pp +3.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 15.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 15.2 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 14.9 0.6% 4 +0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 14.9 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 14.4 2.5% 4 -0.3 pp +1.2 pp +2.1 pp +2.5 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 14.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.740 454 14.2 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 14.0 6.1% 2 -0.6 pp +6.1 pp +6.1 pp +6.1 pp
☆KWMG, LLC CIK 0001633024 0.515 153 13.9 1.2% 4 +0.0 pp -0.0 pp +0.0 pp +1.2 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 13.7 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 13.1 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 12.8 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 12.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 12.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 12.2 5.9% 4 +0.4 pp +0.3 pp -0.3 pp +5.9 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 12.1 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Lee Financial Co CIK 0001391166 0.828 162 12.0 1.7% 4 -0.5 pp -1.1 pp -1.0 pp +1.7 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 11.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 11.8 2.7% 4 +0.1 pp -0.0 pp -0.3 pp +2.7 pp
☆STOLZ & ASSOCIATES, PS CIK 0002108989 0.813 32 11.7 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 11.6 2.2% 4 -0.2 pp -0.4 pp -0.7 pp +2.2 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 11.5 2.5% 2 -0.6 pp +2.5 pp +2.5 pp +2.5 pp
☆DOVER ADVISORS, LLC CIK 0001964541 0.205 153 11.2 4.6% 3 +2.7 pp +3.5 pp +4.6 pp +4.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Farringdon Capital, Ltd. CIK 0001750980 0.000 184 10.5 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 10.4 0.1% 4 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 10.3 1.8% 4 +0.1 pp +0.0 pp -0.2 pp +1.8 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 10.0 3.7% 4 +2.1 pp +0.6 pp -0.1 pp +3.7 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 10.0 3.1% 4 +0.1 pp +1.3 pp +0.4 pp +3.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 10.0 0.7% 4 +0.1 pp +0.2 pp +0.1 pp +0.7 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 10.0 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 9.9 0.5% 4 +0.2 pp +0.1 pp +0.3 pp +0.5 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 9.8 3.2% 4 +1.3 pp +1.3 pp +1.0 pp +3.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 9.4 5.1% 4 -1.1 pp -2.9 pp -2.1 pp +5.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 9.3 5.3% 5 +0.1 pp +1.3 pp +3.4 pp +3.5 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 9.2 0.9% 4 -1.1 pp -1.0 pp -1.0 pp +0.9 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 9.1 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 9.1 7.7% 4 -0.8 pp -0.7 pp -1.1 pp +7.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 8.9 0.9% 4 -0.0 pp +0.1 pp +0.3 pp +0.9 pp
☆One Day In July LLC CIK 0001823172 0.854 167 8.9 0.7% 4 -0.0 pp -0.2 pp -0.4 pp +0.7 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 8.9 6.1% 4 +0.4 pp +0.6 pp -0.9 pp +6.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 8.7 2.9% 4 -0.0 pp -0.1 pp -0.2 pp +2.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 8.5 0.9% 4 -0.1 pp -0.6 pp -1.4 pp +0.9 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 8.5 0.2% 4 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 8.5 3.9% 4 +2.4 pp +2.4 pp -1.6 pp +3.9 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 8.5 2.8% 4 -0.5 pp +0.7 pp +1.0 pp +2.8 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 8.2 6.6% 3 -0.1 pp +0.7 pp +6.6 pp +1.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 8.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 8.1 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 8.0 1.0% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 7.9 3.8% 5 -0.6 pp -1.9 pp -3.2 pp -4.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 7.7 3.0% 4 +0.1 pp +0.1 pp -0.1 pp +3.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 7.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 7.4 1.9% 4 +1.8 pp +1.8 pp +1.8 pp +1.9 pp
☆Climber Capital SA CIK 0002011229 0.279 64 7.3 4.8% 2 +0.0 pp +4.8 pp -0.9 pp +4.8 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 7.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Capital Wealth Alliance, LLC CIK 0001803277 0.420 98 6.2 2.8% 4 +0.2 pp -0.5 pp -1.0 pp +2.8 pp
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☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 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
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 +0.0 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
☆CHESAPEAKE CAPITAL CORP /IL/ CIK 0001093908 0.097 158 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -5.4 pp -5.5 pp -4.3 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp -0.7 pp
☆New Capital Management LP CIK 0001696731 0.833 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 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
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.0 0.0% 0 +0.0 pp -2.2 pp -2.5 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
☆Westmount Partners, LLC CIK 0002051491 0.356 260 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.0 0.0% 0 +0.0 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
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 -1.7 pp -2.0 pp -2.3 pp +0.0 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 0.0 0.0% 0 -3.0 pp -3.0 pp -3.2 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
☆Summa Corp. CIK 0001954929 0.569 83 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HANOVER ADVISORS INC CIK 0000914973 0.663 122 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PECAUT & CO. CIK 0001597200 0.622 65 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 0.0 0.0% 0 -0.1 pp -0.1 pp -0.5 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 +0.0 pp -0.7 pp -1.1 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 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
☆FUTURE YOU WEALTH LLC CIK 0002055142 0.657 58 0.0 0.0% 0 +0.0 pp +0.0 pp -8.1 pp -9.1 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 Architects, LLC CIK 0002008540 0.807 24 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Bell Bank CIK 0001002672 0.895 195 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.609 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp -3.2 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.294 301 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 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 +0.0 pp +0.0 pp -2.7 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 -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
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 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 +0.0 pp +0.0 pp -1.2 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
☆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
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆1858 WEALTH MANAGEMENT, LLC CIK 0002011812 0.110 113 0.0 0.0% 0 +0.0 pp +0.0 pp -4.3 pp +0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 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
☆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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 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 +0.0 pp +0.0 pp -1.0 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 (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