Signals

← Signals

☆SLYV

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

Flow ranking

Rank#338
Score / z0.575 / 0.81
Consensus173.66 over 312 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+32% / 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 514.3 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 124.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 105.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 91.1 12.7% 3 +0.1 pp +0.7 pp +12.7 pp +12.7 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 80.0 3.7% 3 -0.4 pp -0.2 pp +3.7 pp +3.7 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 71.1 1.2% 5 -0.1 pp -0.4 pp -0.8 pp -0.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 64.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 49.4 0.1% 3 -0.0 pp -0.0 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 45.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 41.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 35.2 2.1% 2 +0.8 pp +2.1 pp +2.1 pp +2.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 33.7 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 30.4 3.1% 3 +0.0 pp +0.1 pp +3.1 pp +3.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 28.9 1.7% 3 -0.0 pp +0.1 pp +1.7 pp +1.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 28.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 26.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 26.2 2.2% 3 -0.0 pp +0.1 pp +2.2 pp +2.2 pp
☆Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 25.9 16.5% 2 -1.4 pp +16.5 pp +16.5 pp +16.5 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 25.6 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 25.3 1.4% 3 -0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 24.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 23.3 3.0% 3 -0.0 pp +0.2 pp +3.0 pp +3.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 23.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 19.2 2.8% 3 -0.0 pp +0.0 pp +2.8 pp +2.8 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 19.0 1.7% 3 +0.1 pp +0.1 pp +1.7 pp +1.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 18.9 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 17.9 7.3% 3 +0.2 pp +0.5 pp +7.3 pp +7.3 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 17.2 5.2% 3 +0.1 pp +0.3 pp +5.2 pp +5.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 17.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 16.8 1.4% 3 +0.1 pp +0.4 pp +1.4 pp +1.4 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 16.6 3.0% 3 +0.1 pp +0.1 pp +3.0 pp +3.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 16.5 3.0% 3 -0.1 pp -0.0 pp +3.0 pp +3.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 16.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 15.9 1.0% 3 +0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 14.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 14.6 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 13.0 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 12.9 5.9% 3 +0.2 pp +0.5 pp +5.9 pp +5.9 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 11.6 4.3% 3 -0.3 pp -0.2 pp +4.3 pp +4.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 11.5 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 11.4 2.4% 3 -0.1 pp -0.0 pp +2.4 pp +2.4 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 11.1 5.5% 3 +0.1 pp +0.8 pp +5.5 pp +5.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 10.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 10.2 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 9.7 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
☆LPWM LLC CIK 0001801101 0.514 98 9.2 2.3% 3 -0.0 pp +0.1 pp +2.3 pp +2.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.0 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 8.8 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 8.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 8.4 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 8.3 4.6% 3 +0.1 pp +1.1 pp +4.6 pp +4.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 7.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 7.5 2.0% 3 +0.1 pp +0.3 pp +2.0 pp +2.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 7.3 2.5% 5 +0.2 pp +0.1 pp -0.2 pp -0.6 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 6.7 2.1% 3 -0.0 pp -1.6 pp +2.1 pp +2.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 6.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 6.1 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 6.1 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 6.1 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 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 6.0 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 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 5.8 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 5.7 0.9% 3 -0.1 pp +0.0 pp +0.9 pp +0.9 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 5.6 2.2% 3 +0.1 pp +0.2 pp +2.2 pp +2.2 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.6 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 5.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 5.2 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 5.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 4.9 2.8% 3 +0.0 pp +0.1 pp +2.8 pp +2.8 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 4.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 4.7 3.0% 3 +0.4 pp +0.8 pp +3.0 pp +3.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 4.6 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 4.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.4 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.3 2.1% 4 -0.0 pp +0.2 pp -0.0 pp +2.1 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 4.3 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 4.0 1.5% 3 -0.1 pp +0.0 pp +1.5 pp +1.5 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 3.9 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 3.3 0.6% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 3.3 0.7% 3 +0.4 pp +0.4 pp +0.7 pp +0.7 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 3.2 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 3.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 3.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 2.9 1.8% 3 -0.5 pp -0.2 pp +1.8 pp +1.8 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 2.9 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 2.8 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 2.6 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 2.6 0.6% 3 -0.7 pp -0.6 pp +0.6 pp +0.6 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 2.3 3.3% 3 +1.2 pp +1.4 pp +3.3 pp +3.3 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 2.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 2.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 2.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.1 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 2.1 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 2.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
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☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 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
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 (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