Signals

← Signals

☆SLV

1829 in-universe funds with a nonzero position in SLV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#591
Score / z0.297 / 0.25
Consensus409.61 over 832 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+1% / 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 ▾
☆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 833.0 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 659.0 0.1% 4 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 602.1 0.6% 4 -0.9 pp +0.6 pp +0.5 pp +0.6 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 579.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 508.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 469.9 0.6% 4 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 353.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Daiichi Life International Holdings LLC CIK 0001977663 0.000 9 263.3 17.3% 1 +17.3 pp +17.3 pp +17.3 pp +17.3 pp
☆CTC LLC CIK 0001445893 0.000 28 244.1 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 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 181.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 172.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 171.2 0.1% 5 -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 167.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 153.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 141.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 135.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 133.3 10.3% 4 +1.3 pp +6.0 pp +10.0 pp +10.3 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 97.5 0.7% 4 +0.2 pp +0.5 pp +0.5 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 89.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 89.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 76.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 76.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEAK6 LLC CIK 0001389958 0.149 850 76.1 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 75.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 73.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 69.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 64.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 57.5 0.9% 1 +0.9 pp +0.8 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 54.2 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 51.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 47.9 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 46.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 43.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saudi Central Bank CIK 0001918181 0.602 505 42.3 0.9% 3 -0.6 pp -0.1 pp +0.9 pp +0.9 pp
☆Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 40.5 3.4% 4 -0.2 pp +1.0 pp +1.1 pp +3.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 38.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 31.4 0.5% 4 -0.6 pp -0.6 pp -0.4 pp +0.5 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 31.4 0.4% 4 -0.3 pp -0.1 pp +0.0 pp +0.4 pp
☆Verde Servicos Internacionais S.A. CIK 0001629290 0.196 49 30.9 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.214 65 30.7 20.6% 5 -0.1 pp +4.3 pp +7.8 pp +9.7 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 30.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 28.7 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 28.4 0.3% 6 +0.2 pp -0.1 pp +0.2 pp -0.0 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 27.8 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 27.6 2.0% 4 +0.3 pp +0.7 pp +0.9 pp +2.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 26.9 0.0% 4 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 26.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 25.9 0.5% 4 -0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.7 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 25.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monaco Asset Management SAM CIK 0001803593 0.097 36 25.2 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 24.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Harbor Financial Group, LLC CIK 0001548577 0.546 61 24.4 4.4% 4 +0.2 pp +1.0 pp +1.6 pp +4.4 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 24.0 0.5% 4 -0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 24.0 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 24.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 23.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 22.4 5.9% 4 -4.1 pp -2.7 pp +5.7 pp +5.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 22.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 21.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 21.3 8.9% 4 -0.9 pp -3.7 pp -6.8 pp +8.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 20.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 20.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 19.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 18.9 4.6% 4 -3.3 pp -1.5 pp +0.1 pp +4.6 pp
☆TSP Capital Management Group, LLC CIK 0001317208 0.520 43 18.1 4.4% 4 -2.0 pp -0.3 pp -0.4 pp +4.4 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 17.4 2.4% 4 -0.1 pp +0.5 pp +0.4 pp +2.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 16.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 16.8 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 16.7 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 16.4 2.2% 2 -0.1 pp +2.2 pp +1.7 pp +2.2 pp
☆BW Gestao de Investimentos Ltda. CIK 0001568280 0.068 294 16.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 16.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 16.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 15.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 15.7 0.6% 4 -1.5 pp -0.8 pp -0.6 pp +0.6 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 15.4 1.7% 4 -0.6 pp +0.1 pp +0.5 pp +1.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 15.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 14.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 14.7 6.6% 4 +0.6 pp +2.0 pp +3.0 pp +6.6 pp
☆Forest Hill Capital, LLC CIK 0001316550 0.833 21 14.4 9.5% 2 -0.8 pp +9.5 pp +9.5 pp +9.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 14.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 14.0 0.5% 4 +0.1 pp +0.2 pp +0.2 pp +0.5 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 13.7 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 13.7 3.1% 4 +0.5 pp +1.4 pp +1.3 pp +3.1 pp
☆Gemsstock Ltd. CIK 0001724140 0.000 13 13.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆RED CEDAR INVESTMENT MANAGEMENT, LLC CIK 0001734398 0.751 90 13.5 1.4% 2 -1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 13.4 2.5% 4 +0.2 pp +1.7 pp +2.0 pp +2.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.1 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 13.1 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Florida Trust Wealth Management Co CIK 0001651023 0.623 461 13.0 0.4% 3 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 12.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 12.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 12.2 0.1% 4 -0.2 pp -0.1 pp +0.0 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 11.9 0.9% 4 +0.4 pp +0.6 pp +0.6 pp +0.9 pp
☆Cypress Capital Group CIK 0001341748 0.370 314 11.5 1.3% 4 -0.4 pp +0.2 pp +0.5 pp +1.3 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 11.5 5.0% 6 -3.9 pp -11.5 pp -7.9 pp -9.4 pp
☆Arnhold LLC CIK 0001733755 0.661 113 11.2 0.8% 4 -0.0 pp +0.2 pp +0.3 pp +0.8 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.0 0.3% 4 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 10.9 0.3% 6 -0.3 pp +0.1 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 10.1 0.4% 4 -0.2 pp -0.0 pp +0.1 pp +0.4 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 10.0 0.5% 1 +0.5 pp +0.5 pp -0.2 pp +0.5 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 10.0 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 10.0 0.3% 4 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 9.9 0.7% 4 +0.0 pp +0.2 pp +0.3 pp +0.7 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAlvany Wealth Management LLC CIK 0002123857 0.296 48 9.6 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 9.4 2.1% 4 -0.3 pp +0.3 pp +0.3 pp +2.1 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 9.3 0.8% 4 -0.9 pp -0.3 pp +0.1 pp +0.8 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 9.2 1.3% 4 -0.1 pp +0.3 pp -1.1 pp +1.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 9.1 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 9.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 9.0 3.6% 4 -4.2 pp -2.0 pp -1.2 pp +3.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 8.8 0.6% 4 -0.0 pp -0.1 pp +0.2 pp +0.6 pp
☆Grand Central Investment Group CIK 0001844893 0.299 40 8.5 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 8.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sugar Maple Asset Management, LLC CIK 0002012673 0.272 81 8.3 5.0% 4 -0.1 pp +1.7 pp +2.7 pp +5.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 8.3 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Seven Post Investment Office LP CIK 0001554308 0.797 42 8.1 2.6% 4 -0.1 pp +0.8 pp +1.2 pp +2.6 pp
☆Canton Hathaway, LLC CIK 0001755785 0.678 283 8.0 1.6% 4 -0.3 pp +0.3 pp +0.5 pp +1.6 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 7.9 1.7% 3 -0.6 pp -0.3 pp +1.7 pp +1.7 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 7.8 1.3% 4 +0.0 pp +0.6 pp +0.8 pp +1.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 7.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 7.7 0.2% 6 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 7.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 7.6 1.2% 4 -2.3 pp -2.2 pp -1.8 pp +1.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 7.4 0.4% 4 -2.1 pp +0.2 pp +0.3 pp +0.4 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 7.4 1.8% 4 +0.0 pp +0.6 pp +1.3 pp +1.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 7.3 0.8% 4 -0.1 pp -0.0 pp +0.1 pp +0.8 pp
☆Caption Management, LLC CIK 0001706766 0.079 538 7.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 7.3 3.5% 1 +3.5 pp +1.2 pp +1.5 pp +3.5 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 7.2 0.8% 4 +0.0 pp +0.2 pp +0.3 pp +0.8 pp
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☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 1.4 0.8% 5 -0.9 pp -0.8 pp -1.5 pp -1.6 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 1.4 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Providence First Trust Co CIK 0001713735 0.116 196 1.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 1.4 0.6% 4 +0.0 pp +0.2 pp +0.3 pp +0.6 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 1.4 0.3% 4 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 1.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellis Investment Partners, LLC CIK 0001765590 0.474 285 1.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.4 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ION Fund Management Ltd CIK 0002105906 0.615 52 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 1.4 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 1.4 0.1% 4 -1.0 pp -0.5 pp -0.7 pp +0.1 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 1.4 0.2% 2 -0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 1.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 1.3 0.3% 4 +0.0 pp -0.7 pp -0.9 pp +0.3 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.3 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.3 0.5% 6 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 1.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.575 373 1.3 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 1.3 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 1.3 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 1.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 1.3 0.4% 4 -0.0 pp +0.2 pp +0.3 pp +0.4 pp
☆Hudock, Inc. CIK 0001543536 0.674 217 1.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 1.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 1.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 1.2 0.1% 6 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New England Professional Planning Group Inc. CIK 0001540867 0.879 50 1.2 0.5% 2 +0.0 pp +0.5 pp +0.4 pp +0.5 pp
☆Tepp RIA, LLC CIK 0002055925 0.434 49 1.2 0.9% 2 -3.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Swisher Financial Concepts, Inc. CIK 0001947503 0.383 107 1.2 0.7% 4 +0.0 pp +0.2 pp +0.3 pp +0.7 pp
☆Human Investing LLC CIK 0001767513 0.861 105 1.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 1.2 0.5% 4 -0.4 pp -0.1 pp -0.2 pp +0.5 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NATIXIS CIK 0001274981 0.561 1107 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kurv Investment Management LLC CIK 0002027462 0.302 35 1.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 1.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 1.2 0.2% 4 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 1.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 1.1 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆DDFG, Inc CIK 0001967640 0.535 91 1.1 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Artesa Financial Group, LLC CIK 0002109808 0.357 62 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 1.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 1.1 0.8% 5 -0.8 pp -0.3 pp -0.2 pp -0.2 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 1.1 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 1.1 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆CORDA Investment Management, LLC. CIK 0001545812 0.557 85 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PW Nova Financial Services LLC CIK 0002127408 0.354 208 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 1.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 1.1 0.2% 4 -0.1 pp -0.0 pp +0.0 pp +0.2 pp
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☆Rye Brook Capital LLC CIK 0001844147 0.254 40 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Miller Financial Services LLC CIK 0002022893 0.065 138 1.1 1.2% 4 -1.6 pp -1.2 pp -0.9 pp +1.2 pp
☆Arkos Global Advisors CIK 0001769089 0.805 124 1.1 0.1% 4 -0.0 pp -0.3 pp -0.9 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.1 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 1.1 0.5% 4 -0.3 pp -0.1 pp -0.0 pp +0.5 pp
☆STEPHEN J. GARRY & ASSOCIATES, LLC CIK 0002056402 0.595 55 1.1 0.9% 2 +0.4 pp +0.9 pp +0.9 pp +0.9 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 1.1 0.6% 3 +0.4 pp +0.5 pp +0.6 pp +0.6 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.517 160 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 1.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bluesphere Advisors LLC CIK 0001844108 0.718 121 1.0 0.4% 4 -0.5 pp +0.2 pp +0.2 pp +0.4 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WINMILL & CO. INC CIK 0000052234 0.402 56 1.0 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmar Advisors LLC CIK 0002052481 0.756 23 1.0 0.9% 4 -0.9 pp -1.2 pp -1.3 pp +0.9 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.0 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
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☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.0 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Taylor & Morgan Wealth Management, LLC CIK 0001844266 0.565 89 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MUIRFIELD WEALTH ADVISORS LLC CIK 0002014898 0.410 87 1.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Clear Street Group Inc. CIK 0001881567 0.813 1364 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grandview Asset Management LLC CIK 0001766791 0.487 146 1.0 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆URS Advisory LLC CIK 0002111352 0.462 61 1.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 1.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Planning Group, Inc. CIK 0001602730 0.709 258 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Premier Financial Group CIK 0001989061 0.418 234 1.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
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☆Activest Wealth Management CIK 0001883134 0.526 1477 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 0.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
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☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Paller Financial Services Inc CIK 0002095931 0.156 44 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.9 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.9 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CX Institutional CIK 0001737089 0.437 1568 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DURANTE & WATERS, LLC CIK 0001666582 0.762 31 0.9 0.6% 4 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NEW WAVE WEALTH ADVISORS LLC CIK 0002035324 0.106 199 0.9 0.3% 4 -0.3 pp +0.0 pp +0.0 pp +0.3 pp
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☆Rare Wolf Capital LLC CIK 0002105393 0.160 120 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ironsides Asset Advisors, LLC CIK 0001615135 0.748 83 0.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd CIK 0001869164 0.006 126 0.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.8 0.1% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
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☆WEALTH EFFECTS LLC CIK 0001907254 0.272 256 0.8 0.3% 4 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
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☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.8 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
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☆Trek Financial, LLC CIK 0001768195 0.100 501 0.8 0.0% 4 -0.6 pp -0.7 pp -1.3 pp +0.0 pp
☆Lee Financial Co CIK 0001391166 0.828 162 0.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.8 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
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☆Curated Wealth Partners LLC CIK 0001781284 0.789 241 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 0.7 0.5% 4 +0.0 pp -0.9 pp -0.1 pp +0.5 pp
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☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 0.0 0.0% 0 -2.4 pp -1.3 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆American Wealth Advisors, LLC CIK 0002095589 0.658 42 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 -1.9 pp -1.3 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.0% 0 -2.0 pp -0.6 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ball & Co Wealth Management Inc. CIK 0002057075 0.632 74 0.0 0.0% 0 -2.6 pp +0.0 pp -0.1 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperitas Financial LLC CIK 0002001016 0.381 103 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.0% 0 -0.1 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
☆III Capital Management CIK 0001783139 0.455 48 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Capital Management LLC CIK 0001752762 0.504 138 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 -0.5 pp -0.3 pp -0.4 pp -0.4 pp
☆Cornerstone Wealth Advisors, Inc. CIK 0001862176 0.876 55 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kopernik Global Investors, LLC CIK 0001599814 0.485 26 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Street Derivatives LLC CIK 0001983408 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARMOR ADVISORS, L.L.C. CIK 0001600698 0.333 15 0.0 0.0% 0 -10.0 pp -4.9 pp -2.4 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 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 -0.2 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 0.0 0.0% 0 -0.3 pp -1.7 pp -1.3 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.0 0.0% 0 +0.0 pp -0.4 pp -0.3 pp -0.1 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp -0.1 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Carrhae Capital LLP CIK 0001555254 0.322 23 0.0 0.0% 0 +0.0 pp +0.0 pp -2.1 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 +0.0 pp -0.6 pp -0.4 pp +0.0 pp
☆Piedmont Capital Management, LLC CIK 0001656150 0.145 58 0.0 0.0% 0 -0.7 pp -0.5 pp -0.4 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.5 pp -0.0 pp +0.0 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 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 -0.8 pp -0.6 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.0 0.0% 0 +0.0 pp -0.1 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
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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 -3.5 pp -2.2 pp -2.1 pp -2.1 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 0.0 0.0% 0 -0.6 pp -0.4 pp -0.4 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 SLV). Qtrs Held counts distinct quarters this fund has actually held SLV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SLV position size. Δ columns are the percentage-point change in SLV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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