Signals

← Signals

☆SLYG

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

Flow ranking

Rank#20290
Score / z0.000 / -0.01
Consensus167.10 over 308 funds
Momentumnot computed

Price & positioning

225 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 440.8 0.1% 3 +0.0 pp +0.0 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 107.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 107.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 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 97.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 90.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 62.2 1.1% 5 -0.1 pp -0.5 pp -0.7 pp -0.8 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 48.9 2.9% 3 -0.3 pp -0.3 pp +2.9 pp +2.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 40.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 39.9 4.0% 3 -0.1 pp +0.0 pp +4.0 pp +4.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 37.7 1.1% 3 +0.4 pp +0.3 pp +1.1 pp +1.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 34.4 1.2% 3 +0.0 pp -0.3 pp +1.2 pp +1.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 31.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 31.2 2.0% 3 -0.1 pp -0.1 pp +2.0 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 29.9 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 28.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 27.8 0.0% 3 -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 27.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 26.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 23.4 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 21.3 3.9% 3 +0.0 pp +0.1 pp +3.9 pp +3.9 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 19.3 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 18.9 2.8% 3 -0.1 pp -0.2 pp +2.8 pp +2.8 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 18.5 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 18.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 16.7 3.7% 3 -0.1 pp -0.4 pp +3.7 pp +3.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 16.1 3.3% 3 +0.1 pp +0.0 pp +3.3 pp +3.3 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 14.1 1.8% 3 +0.0 pp +0.2 pp +1.8 pp +1.8 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 12.6 5.8% 3 +0.1 pp +0.1 pp +5.8 pp +5.8 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 12.0 3.8% 3 -0.0 pp +0.1 pp +3.8 pp +3.8 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 11.0 1.3% 3 -0.1 pp +0.4 pp +1.3 pp +1.3 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 11.0 4.0% 3 -0.4 pp -0.4 pp +4.0 pp +4.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 10.9 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 9.7 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 9.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 9.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 9.0 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 7.9 0.8% 3 -1.6 pp -1.0 pp +0.8 pp +0.8 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 7.8 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 7.8 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 7.6 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 7.4 2.9% 3 -0.2 pp -0.3 pp +2.9 pp +2.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 7.2 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 7.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 7.0 3.4% 3 -0.0 pp -0.1 pp +3.4 pp +3.4 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 6.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 6.7 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 6.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 6.2 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 5.8 2.6% 3 -0.0 pp +0.2 pp +2.6 pp +2.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.682 161 5.7 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 5.4 2.4% 3 -0.0 pp -0.0 pp +2.4 pp +2.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 5.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 5.2 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 4.9 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 4.9 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 4.8 2.8% 3 -0.9 pp -0.6 pp +2.8 pp +2.8 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 4.8 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 4.7 0.9% 3 -0.1 pp -0.2 pp +0.9 pp +0.9 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 4.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 4.6 2.0% 3 +0.0 pp +0.4 pp +2.0 pp +2.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 4.5 2.9% 3 +0.3 pp +0.7 pp +2.9 pp +2.9 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 4.5 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 4.3 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 4.3 2.5% 3 -0.0 pp -0.0 pp +2.5 pp +2.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 4.2 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 3.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 3.2 0.6% 5 +0.0 pp -0.0 pp +0.0 pp -0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 3.1 1.4% 4 -0.1 pp -0.1 pp -0.3 pp +1.4 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 2.9 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.9 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 2.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 2.8 2.0% 3 -0.2 pp -0.1 pp +2.0 pp +2.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 2.7 1.7% 3 -0.7 pp -0.6 pp +1.7 pp +1.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 2.7 1.0% 3 -0.1 pp -0.4 pp +1.0 pp +1.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 2.6 0.4% 4 +0.0 pp -0.4 pp -0.4 pp +0.4 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 2.6 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 2.5 1.5% 3 -4.7 pp -4.3 pp +1.5 pp +1.5 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 2.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 2.4 1.7% 4 +0.0 pp +0.0 pp +0.1 pp +1.7 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 2.3 0.5% 3 -0.6 pp -0.5 pp +0.5 pp +0.5 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 2.2 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 2.2 3.2% 3 +0.4 pp +0.5 pp +3.2 pp +3.2 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 2.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 2.1 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 2.1 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Collier Financial CIK 0001902901 0.619 141 2.1 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 2.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 2.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Inman Jager Wealth Management, LLC CIK 0002052044 0.355 90 2.1 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆DENVER WEALTH MANAGEMENT, INC. CIK 0001909800 0.638 109 2.0 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 1.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.9 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 1.9 1.6% 4 +0.0 pp +0.0 pp +0.4 pp +1.6 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 1.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 1.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 1.8 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
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☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.0 pp -0.0 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
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 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
☆Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 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 -1.1 pp -1.1 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 -0.1 pp -0.2 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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 -0.1 pp -0.4 pp -0.3 pp +0.0 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp -0.3 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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fortitude Financial, LLC CIK 0002066105 0.084 28 0.0 0.0% 0 -16.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'Dell Group, LLC CIK 0001742569 0.731 42 0.0 0.0% 0 -1.8 pp -2.0 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
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 0 -0.1 pp -0.8 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.709 297 0.0 0.0% 0 -1.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 -0.1 pp -0.2 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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 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
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 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
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 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 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 (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