Signals

SHY

1257 in-universe funds with a nonzero position in SHY within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#200
Score / z1.012 / 1.51
Consensus344.60 over 697 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
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 2,793.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,650.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1,412.3 2.9% 2 +0.9 pp +2.9 pp +2.9 pp +2.9 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 974.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 841.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 556.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 548.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 428.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 414.8 8.7% 2 +1.7 pp +8.7 pp +8.7 pp +8.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 406.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 388.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 356.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 328.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 311.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 295.1 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 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 286.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 219.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 217.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 166.5 0.4% 2 -1.0 pp +0.4 pp +0.4 pp +0.4 pp
AIA Group Ltd CIK 0001522877 0.800 324 147.4 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 147.3 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 124.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 117.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 116.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 108.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 105.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 104.9 0.0% 2 -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 103.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Smithfield Trust Co CIK 0001019754 0.755 1080 91.8 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 90.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 78.4 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 77.2 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 75.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 74.5 9.5% 2 -0.5 pp +9.5 pp +9.5 pp +9.5 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 74.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 71.2 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 68.7 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 68.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 66.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 66.3 2.5% 2 +1.1 pp +2.5 pp +2.5 pp +2.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 65.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 61.6 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 61.1 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 58.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 57.8 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Amundi CIK 0001330387 0.000 1 55.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 55.2 3.2% 2 -0.2 pp +3.2 pp +3.2 pp +3.2 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 51.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 50.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 48.4 3.1% 2 +2.9 pp +3.1 pp +3.1 pp +3.1 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 46.7 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 46.7 1.3% 2 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Clarity Financial LLC CIK 0001862145 0.368 127 44.0 4.4% 2 -1.3 pp +4.4 pp +4.4 pp +4.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 43.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 43.0 22.9% 2 +15.5 pp +22.9 pp +22.9 pp +22.9 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 43.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 42.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 42.1 4.0% 2 -0.0 pp +4.0 pp +4.0 pp +4.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 41.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
America First Investment Advisors, LLC CIK 0001308778 0.569 45 39.0 7.2% 2 -0.2 pp +7.2 pp +7.2 pp +7.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 38.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.547 888 37.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 35.0 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 34.6 0.7% 3 -0.3 pp -0.4 pp +0.7 pp +0.7 pp
COMERICA BANK CIK 0000901541 0.812 3711 34.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 34.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 33.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CX Institutional CIK 0001737089 0.437 1568 33.1 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 32.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 31.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 30.8 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 30.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Edge Wealth Management LLC CIK 0001567163 0.654 87 29.9 5.3% 2 -0.5 pp +5.3 pp +5.3 pp +5.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 29.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 29.1 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 28.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 28.8 6.1% 2 -3.8 pp +6.1 pp +6.1 pp +6.1 pp
ALLIANZ SE CIK 0001127508 0.910 519 28.4 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 28.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 27.8 13.6% 2 -6.4 pp +13.6 pp +13.6 pp +13.6 pp
Dakota Wealth Management CIK 0001631353 0.544 771 27.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Santa Clara Valley Transportation Authority CIK 0002043469 0.859 4 27.3 22.9% 2 +1.3 pp +22.9 pp +22.9 pp +22.9 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 27.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 26.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 26.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 25.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 25.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Moment Partners, LLC CIK 0002055889 0.716 101 23.5 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 23.2 1.4% 2 +1.2 pp +1.4 pp +1.4 pp +1.4 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 23.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 22.8 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 22.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 22.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 22.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 22.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 22.0 6.9% 2 +1.3 pp +6.9 pp +6.9 pp +6.9 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 21.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 21.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 21.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 21.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 20.7 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 20.1 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 20.0 10.3% 2 +0.0 pp +10.3 pp +10.3 pp +10.3 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 20.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 19.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 19.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 19.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 19.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 18.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 18.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 17.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
INSIGHT 2811, INC. CIK 0001334952 0.678 105 17.6 7.9% 2 -0.5 pp +7.9 pp +7.9 pp +7.9 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 16.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 16.6 4.7% 2 -3.6 pp +4.7 pp +4.7 pp +4.7 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 15.6 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 15.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 15.4 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 15.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innova Wealth Partners CIK 0001888831 0.101 167 15.0 8.1% 2 -3.7 pp +8.1 pp +8.1 pp +8.1 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 14.8 1.6% 2 +0.6 pp +1.6 pp +1.6 pp +1.6 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 14.4 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 14.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 14.2 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 14.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 13.9 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 13.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 13.4 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 13.3 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
StrongBox Wealth, LLC CIK 0001812155 0.387 267 13.3 4.5% 2 +0.0 pp +4.5 pp +4.5 pp +4.5 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 13.2 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 13.1 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
DRW Securities, LLC CIK 0001481986 0.026 811 13.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 13.0 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 12.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Creative Planning CIK 0001540235 0.979 4196 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 12.5 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 12.2 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Portfolio Design Labs, LLC CIK 0002010278 0.229 227 12.1 2.1% 2 -1.0 pp +2.1 pp +2.1 pp +2.1 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 12.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 11.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
Ted Buchan & Co CIK 0002033413 0.435 95 11.8 4.6% 2 +0.1 pp +4.6 pp +4.6 pp +4.6 pp
CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 11.7 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 11.6 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 11.6 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 11.5 0.9% 4 +0.7 pp +0.7 pp +0.8 pp +0.9 pp
Members Trust Co CIK 0001677560 0.939 170 11.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Balefire, LLC CIK 0001750924 0.097 475 11.0 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 10.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 10.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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International Private Wealth Advisors LLC CIK 0002022637 0.140 160 3.3 2.1% 2 +0.7 pp +2.1 pp +2.1 pp +2.1 pp
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NWAM LLC CIK 0001655006 0.392 684 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
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TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.0 0.0% 0 -0.1 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 SHY). Qtrs Held counts distinct quarters this fund has actually held SHY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SHY position size. Δ columns are the percentage-point change in SHY'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