Signals

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☆SMERY

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

Flow ranking

Rank#20471
Score / z0.000 / -0.02
Consensus7.79 over 18 funds
Momentumnot computed

Price & positioning

130 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
–
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 ▾
☆L & S Advisors Inc CIK 0001392364 0.047 236 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Telligent Fund, LP CIK 0001470723 0.205 23 2.5 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Myriad Asset Management US LP CIK 0001857187 0.066 52 0.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALLSTATT ADVISORS L.P. CIK 0002040638 0.477 13 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank of Marin CIK 0001801145 0.155 133 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +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 SMERY). Qtrs Held counts distinct quarters this fund has actually held SMERY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SMERY position size. Δ columns are the percentage-point change in SMERY'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