Signals

← Signals

☆SLYV

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

Flow ranking

Rank#677
Score / z0.210 / 0.25
Consensus167.78 over 305 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-68% / 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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 423.7 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 173.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 109.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 76.0 12.0% 1 +12.0 pp +12.0 pp +12.0 pp +12.0 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 70.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 62.9 1.6% 3 -0.4 pp -0.5 pp +1.6 pp +1.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 62.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 53.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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 35.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 30.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 26.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 26.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 24.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 24.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 23.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 22.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 22.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 22.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 20.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 16.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 16.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 16.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 15.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 15.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 14.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 14.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 14.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 13.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 12.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 12.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 12.1 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 11.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 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
☆One Day In July LLC CIK 0001823172 0.854 167 11.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 11.2 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆KWB Wealth CIK 0001822236 0.453 169 11.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 11.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 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
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 10.3 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 10.3 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 10.0 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 9.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 9.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 8.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 8.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 8.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPWM LLC CIK 0001801101 0.514 98 7.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 6.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 6.5 2.5% 3 -0.3 pp -0.6 pp +2.5 pp +2.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 6.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 5.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆NWAM LLC CIK 0001655006 0.392 684 5.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 5.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 5.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 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
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 5.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 4.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 4.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 4.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 4.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 4.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 4.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 4.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 4.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.1 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 3.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 3.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 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
☆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
☆BAILARD, INC. CIK 0000750641 0.578 763 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 2.9 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 2.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 2.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 2.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 2.0 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 1.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -0.6 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 SLYV). Qtrs Held counts distinct quarters this fund has actually held SLYV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SLYV position size. Δ columns are the percentage-point change in SLYV'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