Signals

← Signals

☆SHV

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

Flow ranking

Rank#22868
Score / z-1.133 / -1.62
Consensus199.35 over 394 funds
Momentumno 12m return

Price & positioning

223 cached closes, trailing year
Drawdownno history
Short interest-10% / 1.0d

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 1,977.1 0.0% 3 -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 658.0 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 545.2 0.1% 3 -0.0 pp -0.0 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 342.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 337.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 199.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 179.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 178.2 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 168.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 156.0 9.5% 3 -3.2 pp +0.4 pp +9.5 pp +9.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 153.1 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 0.816 733 147.0 1.0% 3 -0.0 pp -0.5 pp +1.0 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 122.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 111.6 6.1% 3 +1.7 pp +1.3 pp +6.1 pp +6.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 98.3 0.0% 3 -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 96.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Trust Co CIK 0001632554 0.769 908 84.3 7.9% 3 -0.7 pp -1.1 pp +7.9 pp +7.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 84.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 75.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Townsend & Associates, Inc CIK 0001729359 0.659 114 68.9 6.1% 3 -0.3 pp -0.3 pp +6.1 pp +6.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 64.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 62.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 61.5 6.3% 3 -0.5 pp -0.7 pp +6.3 pp +6.3 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 58.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 57.7 2.7% 3 +0.3 pp -2.6 pp +2.7 pp +2.7 pp
☆Hansen & Associates Financial Group, Inc. CIK 0001873973 0.406 45 54.4 29.7% 3 +5.3 pp -21.0 pp +29.7 pp +29.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 53.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 53.4 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 52.0 7.3% 3 +1.8 pp +2.1 pp +7.3 pp +7.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 51.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 50.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 49.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 45.3 1.2% 3 -0.4 pp -0.0 pp +1.2 pp +1.2 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 43.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 42.1 2.6% 3 -0.0 pp -2.4 pp +2.6 pp +2.6 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 40.8 12.9% 3 +4.0 pp +1.1 pp +12.9 pp +12.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 40.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 40.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 39.3 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
☆MASECO LLP CIK 0002074052 0.917 291 37.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 37.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 36.2 15.4% 3 -1.2 pp -3.8 pp +15.4 pp +15.4 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 33.8 7.2% 3 -3.0 pp -2.3 pp +7.2 pp +7.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 33.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 33.3 5.4% 3 -0.6 pp -3.4 pp +5.4 pp +5.4 pp
☆Family Manage LLC CIK 0001539947 0.277 323 33.1 4.2% 3 -0.9 pp -1.5 pp +4.2 pp +4.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 32.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 32.1 4.2% 3 -0.1 pp -0.0 pp +4.2 pp +4.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 31.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 31.1 5.4% 3 -0.1 pp +1.0 pp +5.4 pp +5.4 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 30.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Fund Evaluation Group, LLC CIK 0001356249 0.924 80 29.9 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northwest Quadrant Wealth Management, LLC CIK 0001697767 0.870 77 28.0 5.8% 3 -0.2 pp -0.2 pp +5.8 pp +5.8 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 26.9 20.2% 5 -0.8 pp -2.5 pp -1.7 pp +18.2 pp
☆Allred Capital Management, LLC CIK 0001765885 0.343 162 26.6 9.6% 3 -0.3 pp -2.1 pp +9.6 pp +9.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 24.9 25.2% 3 -3.4 pp -8.4 pp +25.2 pp +25.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 24.8 0.4% 3 -0.0 pp -0.4 pp +0.4 pp +0.4 pp
☆Mullooly Asset Management, Inc. CIK 0001950591 0.838 60 24.5 9.0% 3 +0.1 pp -0.1 pp +9.0 pp +9.0 pp
☆Bull Oak Capital, LLC CIK 0001824263 0.751 40 24.4 10.0% 3 -0.1 pp -0.9 pp +10.0 pp +10.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 23.5 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 23.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 21.9 3.0% 3 -0.0 pp -0.1 pp +3.0 pp +3.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 21.7 2.1% 3 +0.2 pp +0.1 pp +2.1 pp +2.1 pp
☆Sierra Legacy Group CIK 0002056766 0.241 79 21.5 15.8% 3 -1.0 pp -2.3 pp +15.8 pp +15.8 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 21.5 4.6% 3 +0.0 pp -0.2 pp +4.6 pp +4.6 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 20.3 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 19.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 18.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 18.0 7.5% 3 -2.1 pp -15.1 pp +7.5 pp +7.5 pp
☆M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 17.9 3.4% 3 -0.2 pp -0.7 pp +3.4 pp +3.4 pp
☆KFA Private Wealth Group, LLC CIK 0001800556 0.554 150 17.4 4.2% 3 +1.0 pp +0.9 pp +4.2 pp +4.2 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 17.0 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 16.9 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 16.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Presidio Capital Management, LLC CIK 0001931750 0.695 86 16.6 5.0% 3 -1.0 pp -1.4 pp +5.0 pp +5.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 16.3 2.2% 3 -0.6 pp -0.5 pp +2.2 pp +2.2 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 16.1 2.8% 3 +1.5 pp +2.4 pp +2.8 pp +2.8 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 15.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 15.6 3.7% 3 -0.3 pp -1.6 pp +3.7 pp +3.7 pp
☆Trajan Wealth LLC CIK 0001934415 0.705 152 15.3 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 15.0 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 15.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 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 14.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 14.7 3.3% 3 -0.1 pp -0.7 pp +3.3 pp +3.3 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 14.6 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 14.5 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 14.0 1.7% 3 -0.3 pp -0.6 pp +1.7 pp +1.7 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 13.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆KWMG, LLC CIK 0001633024 0.515 153 13.3 1.1% 3 -0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 13.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Alpha Zero LLC CIK 0002079032 0.418 107 12.8 7.0% 4 -0.1 pp +0.1 pp -0.6 pp +7.0 pp
☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 12.3 2.3% 3 +0.4 pp +0.5 pp +2.3 pp +2.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 12.0 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Winch Advisory Services, LLC CIK 0001585822 0.639 567 11.9 2.6% 3 -0.1 pp -0.4 pp +2.6 pp +2.6 pp
☆UDINE WEALTH MANAGEMENT, INC. CIK 0001907240 0.420 40 11.8 5.6% 3 -0.1 pp -0.7 pp +5.6 pp +5.6 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 11.5 2.3% 3 -0.2 pp -0.6 pp +2.3 pp +2.3 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 11.5 6.1% 3 -1.8 pp -1.0 pp +6.1 pp +6.1 pp
☆PARAGON CAPITAL MANAGEMENT INC CIK 0002038506 0.133 71 11.0 8.5% 3 +0.1 pp -0.3 pp +8.5 pp +8.5 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 10.9 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Farringdon Capital, Ltd. CIK 0001750980 0.000 184 10.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 10.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆OAK FAMILY ADVISORS, LLC CIK 0001846161 0.233 102 9.6 3.0% 3 +1.2 pp +0.2 pp +3.0 pp +3.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 9.6 1.7% 3 -0.0 pp -0.3 pp +1.7 pp +1.7 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 9.5 1.0% 3 -0.6 pp -1.3 pp +1.0 pp +1.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 9.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 9.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aegis Wealth Management LLC CIK 0001628818 0.188 160 9.2 5.2% 4 +1.2 pp +3.3 pp +3.4 pp +5.2 pp
☆One Day In July LLC CIK 0001823172 0.854 167 9.1 0.7% 3 -0.1 pp -0.3 pp +0.7 pp +0.7 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 9.0 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 8.7 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 8.5 4.4% 4 -1.3 pp -2.6 pp -3.9 pp +4.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 8.5 3.0% 3 -0.0 pp -0.2 pp +3.0 pp +3.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 8.5 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 8.4 6.6% 2 +0.8 pp +6.6 pp +1.3 pp +6.6 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 8.4 1.0% 3 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆UNITED BANK CIK 0001286478 0.652 130 8.0 1.1% 4 +0.3 pp +0.4 pp +0.3 pp +1.1 pp
☆Estate Counselors, LLC CIK 0001559832 0.739 91 7.9 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.8 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 7.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 7.5 3.3% 3 +1.2 pp +1.5 pp +3.3 pp +3.3 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 7.4 0.6% 3 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
☆Climber Capital SA CIK 0002011229 0.279 64 7.3 4.8% 1 +4.8 pp -0.9 pp +4.8 pp +4.8 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 7.3 6.1% 3 -1.3 pp -3.4 pp +6.1 pp +6.1 pp
☆Adaptive Financial Consulting, LLC CIK 0001804717 0.838 20 7.3 2.8% 3 -0.0 pp -0.2 pp +2.8 pp +2.8 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vernal Point Advisors, LLC CIK 0001820363 0.887 20 7.0 2.9% 3 -0.3 pp -0.9 pp +2.9 pp +2.9 pp
☆IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 6.9 2.9% 3 +1.1 pp +1.0 pp +2.9 pp +2.9 pp
☆BFSG, LLC CIK 0001706836 0.376 765 6.9 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 6.9 0.3% 3 -0.2 pp +0.1 pp +0.3 pp -0.2 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 6.7 1.6% 3 +0.2 pp -7.7 pp +1.6 pp +1.6 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 6.5 0.5% 5 -0.2 pp -0.6 pp -0.9 pp -0.4 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 6.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 6.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 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
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp -0.4 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
☆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
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 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
☆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
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 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 (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