Signals

← Signals

☆SLYG

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

Flow ranking

Rank#21533
Score / z0.000 / -0.02
Consensus159.40 over 303 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 304.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 163.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 116.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 88.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 63.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 59.4 1.5% 3 -0.2 pp -0.3 pp +1.5 pp +1.5 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 42.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 36.7 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 33.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 32.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 29.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 28.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.1 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 27.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 27.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 25.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 24.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 21.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 19.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 18.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 17.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 17.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 16.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.453 79 15.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 14.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 13.7 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 11.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 11.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 11.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 10.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 10.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 10.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 9.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 8.6 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 8.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆O'Dell Group, LLC CIK 0001742569 0.731 42 8.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 7.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 7.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 7.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 6.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 6.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 6.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 6.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 6.5 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 6.0 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 6.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 5.8 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 5.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 5.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 5.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 5.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 5.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆McAdam, LLC CIK 0001695490 0.802 516 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 4.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 4.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 4.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 4.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 4.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 4.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 4.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 4.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 4.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 3.9 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 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 3.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 3.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 3.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 3.1 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 2.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 2.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 2.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 2.0 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.639 109 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 1.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Idaho Trust Co CIK 0001568069 0.536 98 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 1.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 1.7 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
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☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.1 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 SLYG). Qtrs Held counts distinct quarters this fund has actually held SLYG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SLYG position size. Δ columns are the percentage-point change in SLYG'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