Signals

← Signals

☆SLYG

655 in-universe funds with a nonzero position in SLYG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#21986
Score / z0.000 / -0.02
Consensus182.02 over 344 funds
Momentumnot computed

Price & positioning

227 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 1,055.2 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 126.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 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 111.9 0.0% 6 +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 105.1 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 96.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 87.3 1.3% 7 +0.2 pp +0.2 pp +0.1 pp -0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 67.5 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 66.1 3.2% 5 +0.3 pp +0.3 pp +0.0 pp +0.0 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 64.2 4.1% 5 +3.7 pp +4.1 pp +4.1 pp +4.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 61.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 48.1 1.1% 5 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 48.1 4.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 45.3 2.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 43.5 3.5% 5 +1.5 pp +0.7 pp +0.6 pp +0.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 42.0 1.0% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 41.9 1.2% 5 +0.1 pp +0.1 pp +0.1 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 37.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 35.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 33.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 32.6 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 30.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 30.3 1.1% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 27.4 4.5% 5 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.4 0.0% 5 +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 25.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 24.6 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 24.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 24.3 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 21.4 3.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 21.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 19.7 2.1% 5 +0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.6 0.1% 5 +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 18.0 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 15.7 6.1% 5 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 14.4 1.5% 5 +0.1 pp +0.2 pp +0.1 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 14.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 14.2 3.8% 5 -0.4 pp +0.1 pp -0.0 pp -0.3 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 13.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 13.3 1.7% 2 +1.3 pp +1.7 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 12.5 0.8% 6 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 12.2 1.7% 5 +0.1 pp +0.2 pp +0.1 pp +0.0 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 12.1 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 11.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 11.3 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 10.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 10.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 9.7 1.5% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 9.6 1.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Integrity Wealth Solutions LLC CIK 0002006918 0.316 129 9.5 3.5% 5 +0.5 pp +0.6 pp +0.3 pp +0.3 pp
☆HRC WEALTH MANAGEMENT, LLC CIK 0002009521 0.836 65 9.4 3.8% 5 +0.4 pp +0.5 pp +0.5 pp +0.4 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 9.3 2.1% 5 +0.2 pp +0.4 pp +0.5 pp +0.6 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 9.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 9.2 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.806 16 9.0 3.7% 5 +1.2 pp +1.3 pp +1.3 pp +1.3 pp
☆KWB Wealth CIK 0001822236 0.452 169 9.0 0.8% 5 +0.1 pp +0.0 pp -1.5 pp -1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 8.9 3.4% 5 +0.4 pp +0.8 pp +0.8 pp +1.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 8.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.725 351 8.4 5.3% 2 +0.5 pp +5.3 pp +5.3 pp +5.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 8.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 8.3 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 8.0 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 7.9 1.9% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 7.2 2.1% 5 +0.3 pp -1.6 pp -1.7 pp -1.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Security Advisor, Inc. CIK 0001997602 0.681 161 6.8 1.1% 5 +0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆Junk Investment Group, LLC CIK 0002112570 0.550 97 6.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 6.4 1.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 6.4 2.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 6.1 2.5% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆Financial Concepts Unlimited, Inc. CIK 0002112099 0.685 44 5.9 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.8 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 5.8 1.0% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 5.8 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 5.8 3.6% 5 +1.6 pp +1.6 pp +1.4 pp +1.5 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 5.8 2.9% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 5.8 1.8% 5 -2.3 pp -2.2 pp -2.5 pp -2.6 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 5.8 3.5% 5 +0.4 pp +0.6 pp +0.9 pp +1.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 5.7 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 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 5.6 2.0% 5 -0.4 pp -0.8 pp -1.7 pp -1.4 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 5.5 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.4 0.2% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 5.3 0.8% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Roan Capital Partners CIK 0002124783 0.136 78 5.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Capital Advisors, LLC CIK 0001482970 0.649 71 5.0 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 4.9 0.9% 5 -0.4 pp -0.8 pp -0.8 pp -0.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 4.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 4.2 0.8% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.0 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 3.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 3.8 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 3.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 3.7 0.7% 5 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 3.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 3.6 2.2% 6 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 3.6 1.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 3.6 0.4% 6 +0.0 pp +0.1 pp +0.1 pp -0.3 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 3.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Collier Financial CIK 0001902901 0.619 141 3.5 2.4% 4 +0.7 pp +0.8 pp +0.8 pp +2.4 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 3.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 3.3 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 3.3 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 3.2 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 3.1 1.9% 5 +0.1 pp +0.1 pp -0.6 pp -0.5 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.661 38 3.1 1.7% 5 +0.2 pp +0.2 pp -4.5 pp -4.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 3.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 3.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 3.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 3.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 2.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 2.8 2.6% 5 +0.7 pp +0.8 pp +1.0 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Square, LLC CIK 0001798736 0.168 241 2.8 1.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bishop & Co Investment Management, LLC CIK 0001603276 0.888 26 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp -0.6 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp -0.6 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
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +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
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 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 +0.0 pp +0.0 pp -0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hamrick Investment Counsel, llc CIK 0002126147 0.182 184 0.0 0.0% 0 -0.0 pp +0.0 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
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp -1.2 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 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 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆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
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 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
☆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
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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