Signals

← Signals

☆SLYV

695 in-universe funds with a nonzero position in SLYV within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#388
Score / z0.565 / 0.49
Consensus184.38 over 342 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+1060% / 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 489.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 102.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 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 98.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 95.3 12.5% 4 -0.1 pp -0.1 pp +0.5 pp +12.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 75.5 1.2% 6 +0.0 pp -0.0 pp -0.4 pp -0.8 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 74.8 3.6% 4 -0.1 pp -0.5 pp -0.3 pp +3.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 56.5 0.0% 4 -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 52.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 36.0 1.0% 4 +0.1 pp +0.3 pp +0.3 pp +1.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 33.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 30.6 3.1% 4 +0.0 pp +0.1 pp +0.2 pp +3.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 29.6 1.8% 4 +0.0 pp +0.0 pp +0.1 pp +1.8 pp
☆Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 27.5 16.9% 3 +0.4 pp -0.9 pp +16.9 pp +16.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 27.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 26.9 2.3% 4 +0.1 pp +0.1 pp +0.2 pp +2.3 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 26.6 1.3% 4 +0.0 pp +0.0 pp +0.0 pp +1.3 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 25.2 1.4% 4 +0.0 pp -0.0 pp +0.0 pp +1.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 24.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 24.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 24.2 1.5% 3 -0.6 pp +0.2 pp +1.5 pp +1.5 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 23.6 3.2% 4 +0.1 pp +0.1 pp +0.3 pp +3.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 22.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 21.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 20.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 20.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 19.8 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 19.2 7.5% 4 +0.3 pp +0.4 pp +0.8 pp +7.5 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 19.1 2.0% 4 -0.8 pp -0.8 pp -0.8 pp +2.0 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 19.0 3.2% 4 +0.2 pp +0.3 pp +0.3 pp +3.2 pp
☆One Day In July LLC CIK 0001823172 0.854 167 19.0 1.5% 4 +0.1 pp +0.3 pp +0.5 pp +1.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 17.4 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 17.3 3.1% 4 +0.1 pp -0.0 pp +0.1 pp +3.1 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 17.2 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 16.7 1.0% 4 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 15.0 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 13.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 13.1 0.9% 4 -0.0 pp -0.0 pp -0.0 pp +0.9 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 13.0 5.7% 4 -0.2 pp +0.1 pp +0.3 pp +5.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 12.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 12.0 4.3% 4 +0.0 pp -0.2 pp -0.2 pp +4.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 11.8 5.8% 4 +0.3 pp +0.4 pp +1.1 pp +5.8 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 11.8 2.7% 4 +0.3 pp +0.2 pp +0.3 pp +2.7 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 11.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.9 0.4% 4 +0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 10.5 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 9.9 0.7% 4 +0.0 pp +0.3 pp +0.3 pp +0.7 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 9.6 2.3% 4 +0.3 pp +0.5 pp +0.6 pp +2.3 pp
☆LPWM LLC CIK 0001801101 0.514 98 9.5 2.4% 4 +0.1 pp +0.1 pp +0.1 pp +2.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 9.4 5.1% 4 +0.5 pp +0.6 pp +1.6 pp +5.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 9.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 9.1 0.1% 4 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 8.9 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 8.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 8.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 8.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 8.2 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 7.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 7.0 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.8 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 6.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.513 155 6.6 2.2% 6 -0.3 pp -0.1 pp -0.2 pp -0.5 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 6.3 1.2% 4 +0.0 pp +0.0 pp +0.1 pp +1.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 6.3 0.7% 4 +0.0 pp -0.0 pp -0.0 pp +0.7 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 6.0 0.9% 4 -0.0 pp -0.1 pp +0.0 pp +0.9 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 5.9 0.5% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 5.9 2.3% 4 +0.1 pp +0.2 pp +0.3 pp +2.3 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 5.8 1.9% 4 -0.2 pp -0.3 pp -1.8 pp +1.9 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 5.8 0.9% 4 -0.0 pp -0.1 pp -0.1 pp +0.9 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.6 0.1% 4 -0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 5.3 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 5.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 5.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 5.1 3.0% 4 +0.1 pp +0.1 pp +0.2 pp +3.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 5.0 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 4.9 3.2% 4 +0.2 pp +0.6 pp +1.0 pp +3.2 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 4.8 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 4.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 4.5 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 4.4 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 4.4 0.2% 2 -0.0 pp +0.2 pp +0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 4.2 1.5% 4 -0.0 pp -0.1 pp -0.0 pp +1.5 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.1 2.0% 5 -0.1 pp -0.1 pp +0.1 pp -0.1 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 4.1 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 3.4 0.7% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 3.4 0.7% 4 +0.1 pp +0.4 pp +0.5 pp +0.7 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 3.4 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 3.2 2.5% 4 +0.7 pp +0.2 pp +0.6 pp +2.5 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 3.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 3.1 1.3% 4 -0.1 pp -0.2 pp -0.2 pp +1.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 3.1 0.3% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 3.0 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 2.9 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 2.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.9 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 2.7 0.6% 4 +0.0 pp -0.0 pp -0.0 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 2.6 1.2% 2 +0.7 pp +1.2 pp +1.2 pp +1.2 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 2.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MidFirst Bank CIK 0002077076 0.526 943 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 2.5 0.5% 4 -0.0 pp -0.7 pp -0.6 pp +0.5 pp
☆FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 2.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.4 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 2.3 1.2% 4 +1.1 pp +1.1 pp +1.1 pp +1.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CM WEALTH ADVISORS LLC CIK 0001764581 0.737 194 2.3 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆Blue Capital, Inc. CIK 0002032856 0.015 122 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 2.2 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.1 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
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☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 1.9 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
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☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.8 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Jentner Corp CIK 0001695908 0.884 54 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -3.3 pp -2.1 pp -1.9 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Rockwood Wealth Management, LLC CIK 0001983670 0.946 131 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 +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% 0 -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 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 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 +0.0 pp -0.1 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
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liberty Capital Management, Inc. CIK 0001366838 0.373 184 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 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
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 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 -0.4 pp -0.4 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆Advisor OS, LLC CIK 0001767580 0.509 586 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
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☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 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 +0.0 pp -0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -5.2 pp -5.1 pp -4.9 pp +0.0 pp
☆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
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☆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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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