Signals

← Signals

☆SIVR

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

Flow ranking

Rank#922
Score / z0.091 / 0.12
Consensus127.14 over 239 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+84% / 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 ▾
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 218.7 7.3% 3 +4.2 pp +4.9 pp +7.3 pp +7.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 206.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 181.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 119.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 81.8 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 73.1 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 64.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 49.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 47.1 9.9% 3 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 42.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 41.5 1.0% 3 +0.3 pp +0.4 pp +1.0 pp +1.0 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 36.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN POINT CAPITAL, LP CIK 0001595932 0.562 14 32.1 9.9% 3 +4.8 pp +6.8 pp +9.9 pp +9.9 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 31.3 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 29.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 28.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Management Associates, Inc CIK 0002008851 0.641 153 20.7 4.6% 3 +0.9 pp +0.8 pp +4.6 pp +4.6 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 20.6 4.2% 3 +1.9 pp +2.2 pp +4.2 pp +4.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 16.4 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 16.4 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 15.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 13.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 11.1 1.3% 3 +0.4 pp +0.5 pp +1.3 pp +1.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 10.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 10.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 9.0 1.7% 3 +0.6 pp -0.1 pp +1.7 pp +1.7 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 8.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 6.8 1.3% 3 +0.3 pp +0.4 pp +1.3 pp +1.3 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 6.6 4.1% 4 +1.0 pp +1.9 pp +2.3 pp +4.1 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 6.0 1.1% 3 +0.5 pp +0.8 pp +1.1 pp +1.1 pp
☆Ervin Investment Management, LLC CIK 0001907802 0.618 47 6.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 5.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 5.5 1.2% 3 +0.2 pp +0.2 pp +1.2 pp +1.2 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 5.4 1.1% 3 +0.4 pp +0.5 pp +1.1 pp +1.1 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 5.3 1.0% 3 +0.4 pp +0.8 pp +1.0 pp +1.0 pp
☆INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 5.2 5.0% 3 +1.0 pp +1.3 pp +5.0 pp +5.0 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 5.2 2.8% 3 +2.1 pp +2.2 pp +2.8 pp +2.8 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 4.6 1.4% 3 +0.1 pp +0.6 pp +1.4 pp +1.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 4.1 1.2% 3 +0.2 pp +0.5 pp +1.2 pp +1.2 pp
☆Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 4.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
☆Arcus Capital Partners, LLC CIK 0001651960 0.155 108 3.9 1.4% 2 +0.8 pp +1.4 pp +1.4 pp +1.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MYECFO, LLC CIK 0001986457 0.711 73 3.8 1.6% 3 +0.3 pp +0.5 pp +1.6 pp +1.6 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 3.8 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 3.8 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 3.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 3.7 1.3% 3 +0.3 pp +0.4 pp +1.3 pp +1.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 3.6 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 3.3 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.343 71 3.3 2.4% 3 +0.8 pp +1.0 pp +2.4 pp +2.4 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 3.1 1.2% 3 +0.6 pp +0.9 pp +1.2 pp +1.2 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 3.0 0.5% 3 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 2.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 2.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 2.0 0.4% 3 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 2.0 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 2.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 2.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 1.9 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.9 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 1.8 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 1.8 0.9% 3 +0.4 pp +0.5 pp +0.9 pp +0.9 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Generation Capital Management LLC CIK 0002054384 0.153 83 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 1.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 1.5 1.1% 3 +0.6 pp +0.7 pp +1.1 pp +1.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Security National Bank CIK 0001719739 0.452 392 1.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 1.4 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 1.4 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 1.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 1.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 1.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 1.2 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 1.2 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.2 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆BOS Asset Management, LLC CIK 0001965814 0.309 204 1.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 1.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.2 0.8% 4 +0.2 pp +0.3 pp +0.3 pp +0.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 1.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 1.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 1.1 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 1.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 0.9 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.9 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 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.8 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 3 -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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 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
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.1 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
☆Haven Private, LLC CIK 0002053665 0.243 171 0.0 0.0% 0 -0.6 pp -0.2 pp +0.0 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
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 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
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 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
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆X-Square Capital, LLC CIK 0001729300 0.158 176 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 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 SIVR). Qtrs Held counts distinct quarters this fund has actually held SIVR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SIVR position size. Δ columns are the percentage-point change in SIVR'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