Signals

SHY

1326 in-universe funds with a nonzero position in SHY within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#385
Score / z0.464 / 0.65
Consensus352.09 over 706 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-7% / 6.1d

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 2,206.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1,487.8 2.8% 3 -0.1 pp +0.8 pp +2.8 pp +2.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,127.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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 1,010.2 0.1% 4 +0.0 pp -0.0 pp -0.0 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 878.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 521.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 459.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 431.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 407.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 397.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 352.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 295.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 289.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 277.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 220.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 190.4 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 189.4 6.3% 3 +4.2 pp +4.1 pp +6.3 pp +6.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 185.6 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 180.0 0.4% 3 +0.0 pp -1.0 pp +0.4 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 170.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 162.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 141.5 3.0% 3 -5.7 pp -4.0 pp +3.0 pp +3.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 122.0 0.7% 3 -0.2 pp +0.6 pp +0.7 pp +0.7 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 114.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 113.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 109.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 101.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 92.1 4.1% 3 -0.0 pp -0.2 pp +4.1 pp +4.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 91.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 77.2 9.7% 3 +0.1 pp -0.3 pp +9.7 pp +9.7 pp
FMR LLC CIK 0000315066 0.989 5571 75.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 75.2 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 73.9 1.3% 3 -0.1 pp -0.3 pp +1.3 pp +1.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 72.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 72.2 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 71.1 2.6% 3 +0.1 pp +1.2 pp +2.6 pp +2.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 68.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 64.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 62.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AIA Group Ltd CIK 0001522877 0.800 324 62.2 0.9% 3 -1.7 pp -1.6 pp +0.9 pp +0.9 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 61.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 61.7 2.5% 3 +0.1 pp +0.0 pp +2.5 pp +2.5 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 61.4 2.4% 3 -0.5 pp -1.0 pp +2.4 pp +2.4 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 61.0 1.4% 3 -0.1 pp +0.5 pp +1.4 pp +1.4 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 57.6 3.3% 3 +0.0 pp -0.1 pp +3.3 pp +3.3 pp
Amundi CIK 0001330387 0.000 1 55.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 53.4 3.9% 3 -0.1 pp -0.1 pp +3.9 pp +3.9 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 52.7 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 50.2 1.4% 3 +0.2 pp +0.1 pp +1.4 pp +1.4 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 49.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 47.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 47.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 46.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.733 457 44.1 4.0% 3 +0.0 pp +0.0 pp +4.0 pp +4.0 pp
America First Investment Advisors, LLC CIK 0001308778 0.569 45 41.9 7.6% 3 +0.4 pp +0.1 pp +7.6 pp +7.6 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 40.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 37.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 35.9 0.7% 4 -0.0 pp -0.3 pp -0.4 pp +0.7 pp
Curi Capital, LLC CIK 0001332905 0.548 888 35.6 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 33.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 33.3 1.5% 3 -0.1 pp +0.1 pp +1.5 pp +1.5 pp
CX Institutional CIK 0001737089 0.437 1568 33.3 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dakota Wealth Management CIK 0001631353 0.544 771 32.8 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
Edge Wealth Management LLC CIK 0001567163 0.654 87 31.7 5.6% 3 +0.3 pp -0.2 pp +5.6 pp +5.6 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 31.3 1.2% 3 +1.0 pp +1.0 pp +1.2 pp +1.2 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 30.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 30.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 30.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 29.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 29.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 29.0 0.4% 4 -0.2 pp -0.3 pp -0.3 pp +0.4 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 28.7 2.4% 3 -0.1 pp -0.4 pp +2.4 pp +2.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 28.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 28.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 28.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Mader & Shannon Wealth Management, Inc. CIK 0001535862 0.733 21 27.8 13.6% 3 +0.0 pp -6.4 pp +13.6 pp +13.6 pp
ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 27.8 5.4% 3 -0.8 pp -4.6 pp +5.4 pp +5.4 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 27.8 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
Santa Clara Valley Transportation Authority CIK 0002043469 0.859 4 27.3 22.9% 3 +0.0 pp +1.3 pp +22.9 pp +22.9 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 26.4 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 26.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 25.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 24.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 24.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 24.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 24.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 23.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Birchcreek Wealth Management, LLC CIK 0001840341 0.447 134 23.6 11.6% 3 +1.2 pp +1.3 pp +11.6 pp +11.6 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 22.6 1.1% 3 -0.3 pp +1.0 pp +1.1 pp +1.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 22.5 1.7% 3 +0.2 pp +0.1 pp +1.7 pp +1.7 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 21.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 21.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 21.5 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 21.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Clarity Financial LLC CIK 0001862145 0.368 127 20.8 1.9% 3 -2.4 pp -3.8 pp +1.9 pp +1.9 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 20.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 20.6 3.0% 3 -0.0 pp -0.1 pp +3.0 pp +3.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 20.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 20.4 0.5% 4 +0.3 pp +0.3 pp +0.3 pp +0.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 20.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 19.0 9.9% 3 -13.0 pp +2.5 pp +9.9 pp +9.9 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 18.8 0.2% 3 -0.1 pp -0.3 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 18.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 17.9 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Ballast, Inc. CIK 0001730477 0.553 156 17.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
INSIGHT 2811, INC. CIK 0001334952 0.678 105 17.3 7.6% 3 -0.2 pp -0.7 pp +7.6 pp +7.6 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 17.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 17.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 16.8 1.9% 3 +0.2 pp +0.8 pp +1.9 pp +1.9 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 16.5 0.1% 3 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
MBL Wealth, LLC CIK 0001845785 0.684 381 16.1 1.3% 4 -0.1 pp -0.1 pp -0.2 pp +1.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 16.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 15.8 1.3% 3 +0.2 pp +0.4 pp +1.3 pp +1.3 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 15.6 1.0% 3 +0.3 pp +0.1 pp +1.0 pp +1.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 15.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global Trust Asset Management, LLC CIK 0001729672 0.180 463 15.3 6.0% 3 +6.0 pp +5.9 pp +6.0 pp +6.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 15.2 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 14.9 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 14.8 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 14.6 1.3% 3 +0.3 pp -4.9 pp +1.3 pp +1.3 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 14.5 2.3% 3 +0.2 pp +0.1 pp +2.3 pp +2.3 pp
StrongBox Wealth, LLC CIK 0001812155 0.388 267 13.6 4.5% 3 -0.0 pp +0.0 pp +4.5 pp +4.5 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 13.6 1.1% 3 -0.0 pp -0.2 pp +1.1 pp +1.1 pp
Valpey Financial Services, LLC CIK 0002077991 0.374 76 13.5 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 13.1 1.3% 3 +0.4 pp +0.4 pp +1.3 pp +1.3 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 13.0 0.3% 3 -1.0 pp +0.3 pp +0.3 pp +0.3 pp
CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 13.0 1.8% 3 +0.1 pp +0.2 pp +1.8 pp +1.8 pp
Creative Planning CIK 0001540235 0.979 4196 12.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 12.8 1.4% 3 -0.1 pp -0.3 pp +1.4 pp +1.4 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 12.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 12.6 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 12.6 3.2% 3 +0.0 pp -0.1 pp +3.2 pp +3.2 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 12.5 0.7% 3 -0.1 pp -0.5 pp +0.7 pp +0.7 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portfolio Design Labs, LLC CIK 0002010278 0.229 227 12.2 2.0% 3 -0.1 pp -1.0 pp +2.0 pp +2.0 pp
Ted Buchan & Co CIK 0002033413 0.435 95 12.2 4.5% 3 -0.1 pp -0.0 pp +4.5 pp +4.5 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.1 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 12.0 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
Argent Advisors, Inc. CIK 0001426851 0.354 186 12.0 3.3% 3 -0.1 pp -0.2 pp +3.3 pp +3.3 pp
CRITERIA CAIXA, S.A.U. CIK 0002018922 0.000 2 11.8 4.1% 3 +2.7 pp +2.6 pp +4.1 pp +4.1 pp
Innova Wealth Partners CIK 0001888831 0.101 167 11.2 5.7% 3 -2.4 pp -6.2 pp +5.7 pp +5.7 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 11.2 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 11.0 2.2% 3 -0.7 pp -0.1 pp +2.2 pp +2.2 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 11.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Balefire, LLC CIK 0001750924 0.097 475 10.9 2.1% 3 -0.1 pp -0.5 pp +2.1 pp +2.1 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 10.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barry Investment Advisors, LLC CIK 0001631639 0.650 102 10.8 2.4% 3 +1.8 pp +2.0 pp +2.4 pp +2.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Flagship Private Wealth, LLC CIK 0001842560 0.482 115 3.3 1.3% 3 -0.0 pp -0.4 pp +1.3 pp +1.3 pp
DSG Capital Advisors, LLC CIK 0002060765 0.526 118 3.2 0.5% 3 -0.4 pp -0.0 pp +0.5 pp +0.5 pp
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Park Edge Advisors, LLC CIK 0001965659 0.444 149 3.2 0.7% 3 -1.1 pp -1.3 pp +0.7 pp +0.7 pp
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NWAM LLC CIK 0001655006 0.392 684 3.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
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Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 3.0 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
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Private Advisory Group LLC CIK 0001632965 0.257 287 3.0 0.2% 4 -0.0 pp +0.1 pp -0.2 pp +0.2 pp
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Peak Asset Management, LLC CIK 0001632512 0.415 181 2.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
American Investment Services, Inc. CIK 0001369913 0.501 133 2.9 0.7% 4 -0.0 pp -0.1 pp +0.1 pp +0.7 pp
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Argyle Capital Partners, LLC CIK 0002079995 0.144 177 2.8 2.1% 4 +0.1 pp +0.8 pp +0.8 pp +2.1 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Wick Capital Partners, LLC CIK 0001904388 0.686 246 2.7 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Single Point Partners, LLC CIK 0001801184 0.839 102 2.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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EPG Wealth Management LLC CIK 0001803058 0.273 318 2.6 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
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Composition Wealth, LLC CIK 0001585859 0.756 995 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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Vernal Point Advisors, LLC CIK 0001820363 0.887 20 2.6 1.1% 3 -0.1 pp -0.4 pp +1.1 pp +1.1 pp
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SFG Wealth Management, LLC. CIK 0001908914 0.461 113 2.4 0.9% 3 -0.1 pp -0.4 pp +0.9 pp +0.9 pp
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Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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
SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.8 pp -0.3 pp +0.0 pp
CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 0.0 0.0% 0 +0.0 pp -0.2 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 (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