Signals

← Signals

☆SMDV

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

Flow ranking

Rank#20469
Score / z0.000 / -0.02
Consensus50.04 over 88 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 65.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 27.5 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 22.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 20.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 19.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.9 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 13.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 13.1 1.4% 4 +0.1 pp +0.1 pp -0.0 pp +1.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 8.9 0.8% 1 +0.8 pp -0.8 pp -1.0 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.8 0.0% 4 -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 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 4.5 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 3.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.8 0.0% 4 +0.0 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 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 2.9 0.0% 4 -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 2.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 2.2 0.3% 4 -0.0 pp -0.2 pp -0.3 pp +0.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 2.1 0.2% 4 +0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 1.3 0.4% 4 -1.3 pp -1.3 pp -1.4 pp +0.4 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.467 259 1.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 1.1 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Royal Capital Wealth Management, LLC CIK 0001904323 0.452 101 0.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆MWA Asset Management CIK 0001903058 0.228 129 0.8 0.5% 1 +0.5 pp +0.3 pp +0.3 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Financial Advisors CIK 0002010635 0.000 89 0.7 1.3% 1 +1.3 pp +0.4 pp +0.3 pp +1.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.4 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 0.4 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.3 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atlas Brown,Inc. CIK 0001388168 0.265 237 0.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.3 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆MILLINGTON SECURITIES, LLC CIK 0001449088 0.439 275 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Trust CIK 0001772483 0.355 210 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.345 361 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 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
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.492 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 3 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.8 pp -0.2 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
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 SMDV). Qtrs Held counts distinct quarters this fund has actually held SMDV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SMDV position size. Δ columns are the percentage-point change in SMDV'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