Signals

← Signals

☆SLQD

237 in-universe funds with a nonzero position in SLQD within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#793
Score / z0.146 / 0.17
Consensus79.04 over 145 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 ▾
☆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 114.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 62.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LJI Wealth Management, LLC CIK 0001988563 0.694 201 56.7 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 55.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 54.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 51.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 48.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 47.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 44.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 44.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 42.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 37.4 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 36.3 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 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 34.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 32.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 31.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 22.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.874 75 20.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 17.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CAMDEN NATIONAL BANK CIK 0001697855 0.385 184 15.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 14.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 13.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 12.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 11.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 11.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.7 0.0% 1 +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 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 8.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saiph Capital, LLC CIK 0002052658 0.461 131 7.6 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 7.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 7.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 6.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 6.0 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 5.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 4.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Whalen Wealth Management Inc. CIK 0001894447 0.073 195 4.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Trail Ridge Investment Advisors, LLC CIK 0001911013 0.433 93 3.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obsido Oy CIK 0002067281 0.833 20 3.4 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 3.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turn8 Private Wealth Inc. CIK 0002070026 0.151 54 2.5 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 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 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 1.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 1.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Life Planning Partners, Inc CIK 0001910934 0.464 71 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 1.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NDWM LLC CIK 0001818386 0.624 38 1.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆City Center Advisors, LLC CIK 0002030341 0.089 170 1.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.788 200 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Factor Wealth Management LTD CIK 0002055816 0.423 170 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IPG Investment Advisors LLC CIK 0001602237 0.229 268 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆4J Wealth Management LLC CIK 0001840775 0.383 111 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summa Corp. CIK 0001954929 0.569 83 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Disciplined Investments, LLC CIK 0001812492 0.414 144 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC CIK 0001849497 0.325 97 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 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 SLQD). Qtrs Held counts distinct quarters this fund has actually held SLQD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SLQD position size. Δ columns are the percentage-point change in SLQD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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