Signals

← Signals

☆SLYV

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

Flow ranking

Rank#24930
Score / z-0.671 / -0.83
Consensus202.83 over 364 funds
Momentum-0.06 =

Price & positioning

226 cached closes, trailing year
Drawdown-0%
Short interest+53% / 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 781.9 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 113.4 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 109.2 12.4% 5 -0.1 pp -0.2 pp -0.2 pp +0.4 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 104.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 91.0 1.3% 7 +0.1 pp +0.1 pp +0.1 pp -0.3 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 60.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 59.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 41.6 3.3% 5 +1.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 40.9 1.8% 5 -1.8 pp -1.9 pp -2.3 pp -2.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 40.1 1.0% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 35.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 35.2 3.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 34.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 33.3 1.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dean, Jacobson Financial Services, LLC CIK 0001869456 0.877 22 31.5 17.3% 4 +0.4 pp +0.9 pp -0.5 pp +17.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 30.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 30.5 1.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 30.5 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 30.4 2.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Evensky & Katz LLC CIK 0001357867 0.914 72 27.8 1.4% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 25.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 24.2 1.5% 4 -0.0 pp -0.6 pp +0.2 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 23.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 23.9 2.0% 1 +2.0 pp +0.3 pp +0.4 pp +0.5 pp
☆One Day In July LLC CIK 0001823172 0.854 167 23.8 1.7% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆Wrenne Financial Planning LLC CIK 0002023054 0.817 60 23.1 7.8% 5 +0.3 pp +0.5 pp +0.7 pp +1.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 23.0 0.8% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 21.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 21.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Strategies Group, Inc. CIK 0001774343 0.651 100 20.6 3.3% 5 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 20.2 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 20.1 1.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 20.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 19.7 3.2% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 19.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 19.3 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 17.6 2.1% 5 -1.0 pp -0.9 pp -0.9 pp -0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 16.7 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 15.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 15.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Optimist Retirement Group LLC CIK 0002011850 0.432 118 14.9 5.8% 5 +0.0 pp -0.1 pp +0.1 pp +0.4 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 14.9 0.9% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 14.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 14.1 6.1% 5 +0.3 pp +0.6 pp +0.7 pp +1.4 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 14.0 2.7% 5 +0.4 pp +0.7 pp +0.8 pp +1.0 pp
☆Triangle Securities Wealth Management CIK 0001541353 0.305 213 13.6 2.7% 5 +0.0 pp +0.3 pp +0.2 pp +0.3 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 13.3 0.4% 5 -0.1 pp -0.0 pp -0.2 pp -0.3 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 13.0 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 11.6 0.7% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 11.1 2.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 10.9 0.1% 5 +0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 10.8 0.7% 5 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 10.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 10.7 5.3% 5 +0.3 pp +0.7 pp +0.8 pp +1.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.6 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 10.1 0.8% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 9.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 9.5 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 9.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRB Wealth Management, LLC CIK 0002130988 0.545 296 9.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 8.9 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 8.9 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 8.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Leicht Financial Planning & Wealth Management, Inc. CIK 0001710666 0.807 16 8.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Arnold Financial Planning LLC CIK 0002107020 0.570 41 8.2 6.1% 2 -0.4 pp +6.1 pp +6.1 pp +6.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 8.2 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆NWAM LLC CIK 0001655006 0.392 684 8.1 0.4% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆KWB Wealth CIK 0001822236 0.453 169 7.8 0.7% 5 +0.6 pp +0.6 pp -0.4 pp -0.7 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 7.5 2.4% 7 +0.1 pp -0.2 pp +0.0 pp -0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 7.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 7.4 0.5% 6 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 7.3 1.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 6.9 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.8 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Roberts Financial Services LLC CIK 0001767602 0.852 33 6.7 2.0% 5 +0.1 pp -0.1 pp -0.1 pp -1.7 pp
☆NORTHWEST WEALTH MANAGEMENT, LLC CIK 0001695344 0.660 265 6.6 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Palisades Hudson Asset Management, L.P. CIK 0001388443 0.610 108 6.5 2.3% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.5 0.1% 5 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 5.9 3.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 5.9 0.8% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 5.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 5.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 5.6 3.4% 5 +0.2 pp +0.4 pp +0.8 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 5.5 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 5.5 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 5.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.1 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 5.1 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆New Hampshire Trust CIK 0001961742 0.436 176 5.0 1.0% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 4.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 4.9 1.5% 5 -2.8 pp -2.7 pp -3.0 pp -2.9 pp
☆Compton Financial Group, LLC CIK 0001844567 0.139 84 4.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TAGStone Capital, Inc. CIK 0001903044 0.437 139 4.6 1.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.5 1.8% 6 -0.2 pp -0.2 pp -0.3 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 4.2 0.1% 5 +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 4.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 4.2 0.2% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 4.1 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 4.0 0.7% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 3.8 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Paragon Capital Management Ltd CIK 0001569765 0.682 223 3.8 0.7% 5 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 3.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 3.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 3.6 1.3% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 3.5 0.3% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 3.5 0.5% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 3.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meredith Wealth Planning CIK 0001956471 0.812 74 3.4 0.8% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Collier Financial CIK 0001902901 0.619 141 3.4 2.3% 4 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Junk Investment Group, LLC CIK 0002112570 0.550 97 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 3.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 3.2 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Pinnacle Family Advisors, LLC CIK 0001679064 0.282 155 3.2 1.3% 3 +0.1 pp +0.8 pp +1.3 pp +1.3 pp
☆Livet Wealth, LLC CIK 0002111409 0.406 122 3.2 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 3.0 0.6% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FELL CAPITAL MANAGEMENT /ADV CIK 0000850601 0.217 96 3.0 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUE BLUE FINANCIAL, LLC CIK 0002010212 0.052 61 2.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MidFirst Bank CIK 0002077076 0.526 943 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 2.7 0.6% 5 +0.0 pp -0.0 pp -0.7 pp -0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 2.5 1.0% 5 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Indie Asset Partners, LLC CIK 0001802244 0.263 86 2.5 2.4% 5 +0.0 pp +0.1 pp -0.4 pp -1.4 pp
☆KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 2.4 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 2.4 1.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.4 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 2.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Quartz Partners, LLC CIK 0001659978 0.119 191 2.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 2.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 2.3 0.6% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.3 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Kassira Wealth Management LLC CIK 0002095972 0.365 63 2.3 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Foundation Wealth Management, LLC\PA CIK 0002011000 0.627 105 2.2 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 2.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 2.2 0.6% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 2.1 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 2.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 2.0 0.8% 5 +0.1 pp -0.0 pp -1.6 pp -1.6 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 2.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 2.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 1.9 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 1.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 1.9 0.1% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 1.9 0.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 1.7 0.2% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 1.7 1.1% 5 +0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆SUMMIT WEALTH GROUP LLC / CO CIK 0002081278 0.732 396 1.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆ERn Financial, LLC CIK 0001768302 0.529 161 1.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 1.6 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avant Financial Advisors LLC CIK 0002063243 0.473 69 1.6 1.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.602 168 1.6 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 1.5 0.7% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Laraway Financial Advisors Inc CIK 0001908275 0.241 140 1.5 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
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☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 1.5 0.6% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.131 132 1.4 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 1.4 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 1.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 1.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hardin Capital Partners, LLC CIK 0002033094 0.518 141 1.3 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 1.3 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 1.2 0.4% 5 -0.2 pp -0.2 pp -0.4 pp -7.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.2 0.3% 4 -0.0 pp -0.4 pp -0.5 pp +0.3 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 1.2 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 1.2 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Diligent Investors, LLC CIK 0001549042 0.241 357 1.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 1.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bernicke Wealth Management, Ltd. CIK 1569863 0.900 111 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CVFG LLC CIK 0002050974 0.313 250 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 1.0 0.5% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 1.0 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆4WEALTH ADVISORS, INC. CIK 0002056676 0.144 151 1.0 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Everhart Financial Group, Inc. CIK 0001852858 0.559 481 1.0 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.9 0.2% 2 +0.0 pp +0.2 pp -0.0 pp +0.2 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clear Retirement Advice LLC CIK 0002112984 0.616 54 0.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
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☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 0.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Investment Strategies, LLC CIK 0001427196 0.482 52 0.9 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 0.8 0.2% 2 +0.0 pp +0.2 pp -0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 0.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.1 pp
☆Friday Financial CIK 0002048792 0.653 108 0.7 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆VESTIA PERSONAL WEALTH ADVISORS CIK 0002033299 0.551 112 0.7 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CogentBlue Wealth Advisors, LLC CIK 0002054047 0.378 103 0.7 0.4% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Seaside Wealth Management, Inc. CIK 0001929977 0.880 71 0.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -5.3 pp -5.2 pp
☆Providence Financial Advisors, LLC CIK 0002072264 0.535 60 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 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 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Smart Portfolios, LLC CIK 0001513227 0.221 99 0.0 0.0% 0 -0.6 pp -0.6 pp -0.5 pp -0.5 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -1.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +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% 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 +0.0 pp -0.0 pp
☆McMill Wealth Management CIK 0002056447 0.763 60 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.3 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 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 +0.0 pp +0.0 pp -0.1 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -3.3 pp -2.1 pp -1.9 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 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
☆Fi3 FINANCIAL ADVISORS, LLC CIK 0001862427 0.000 232 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 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
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 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
☆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
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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 +0.0 pp -0.1 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
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 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 +0.0 pp -0.1 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 +0.0 pp -0.8 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -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% 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 +0.0 pp -0.1 pp -0.1 pp -0.1 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 +0.0 pp -0.4 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
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 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
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 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 +0.0 pp -0.1 pp -0.1 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 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 +0.0 pp -0.4 pp -0.4 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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 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
☆ADVISORTRUST PARTNERS, LLC CIK 0002115523 0.062 199 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
☆CWM, LLC CIK 0001535847 0.788 5645 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
☆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
☆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
☆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
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 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
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 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 +0.0 pp -5.2 pp -5.1 pp -4.9 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 0 -0.0 pp -0.0 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
☆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
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 (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