Signals

← Signals

☆SMLF

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

Flow ranking

Rank#348
Score / z0.674 / 0.59
Consensus109.67 over 186 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+240% / 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 ▾
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 289.6 13.8% 4 -0.2 pp -0.2 pp +0.1 pp +13.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 224.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 195.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 150.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 116.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 116.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 100.8 1.2% 4 +0.1 pp +0.2 pp +0.8 pp +1.2 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 75.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 73.9 3.3% 4 +0.0 pp +0.1 pp +0.0 pp +3.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 59.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 56.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 55.8 1.0% 5 +0.3 pp +0.4 pp +0.8 pp +0.8 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 50.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 44.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 42.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 39.5 4.4% 4 +0.4 pp +0.3 pp +0.4 pp +4.4 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 39.3 5.2% 4 -0.1 pp -0.0 pp -0.9 pp +5.2 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 36.2 2.9% 4 -0.0 pp -0.0 pp +0.0 pp +2.9 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 33.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 32.7 3.4% 4 +0.0 pp -0.5 pp -0.7 pp +3.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 28.6 7.2% 4 -0.3 pp -0.3 pp -0.1 pp +7.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Wealth Advisors LLC CIK 0001642570 0.501 217 24.0 2.8% 4 -0.3 pp -0.2 pp -0.0 pp +2.8 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 23.0 3.7% 2 -0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 22.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 21.4 17.5% 4 +0.6 pp +0.6 pp +1.0 pp +17.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 20.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 20.1 6.2% 4 +0.2 pp -0.1 pp -0.0 pp +6.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 19.7 0.7% 5 +0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 16.4 3.2% 2 +0.9 pp +3.2 pp +3.2 pp +3.2 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 16.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Family Office Research LLC CIK 0002041267 0.653 85 15.5 6.7% 4 +0.4 pp +0.2 pp +0.3 pp +6.7 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 14.3 1.0% 3 +0.3 pp +0.5 pp +1.0 pp +1.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 13.6 0.3% 4 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 12.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 12.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 11.6 6.2% 4 -1.7 pp -1.5 pp -1.4 pp +6.2 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 11.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 11.3 0.3% 4 +0.0 pp -0.3 pp -0.2 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 11.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 11.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.3 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 10.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 8.7 3.0% 4 +0.0 pp +0.2 pp +0.2 pp +3.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 8.7 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 8.3 1.9% 4 +0.5 pp +0.8 pp +1.0 pp +1.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 7.8 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 7.7 4.1% 4 +0.2 pp +3.3 pp +3.5 pp +4.1 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 7.0 1.2% 4 +0.8 pp +0.8 pp +0.9 pp +1.2 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 6.7 2.2% 4 -0.4 pp -0.5 pp -0.4 pp +2.2 pp
☆DDFG, Inc CIK 0001967640 0.535 91 6.5 1.4% 4 +0.0 pp -0.1 pp -0.0 pp +1.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 5.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 5.7 3.8% 4 +0.1 pp -0.1 pp -0.0 pp +3.8 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 5.6 3.0% 4 -0.0 pp +0.2 pp +0.3 pp +3.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 5.4 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 5.3 2.3% 4 -0.1 pp -0.1 pp -0.1 pp +2.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.2 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 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 4.5 1.3% 4 -0.1 pp +0.2 pp -0.1 pp +1.3 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 4.5 4.5% 4 +0.5 pp +0.6 pp +0.7 pp +4.5 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 4.3 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 4.2 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 3.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 3.7 0.6% 3 +0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 3.7 0.5% 4 -0.0 pp -0.2 pp -0.2 pp +0.5 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 3.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 3.6 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 3.4 1.4% 4 -0.0 pp +0.0 pp +0.5 pp +1.4 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 3.2 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 2.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.8 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 2.6 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 2.5 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 2.2 1.4% 3 +1.0 pp +1.3 pp +1.4 pp +1.4 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 2.2 0.2% 3 -0.1 pp -0.3 pp +0.2 pp +0.2 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 2.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 2.1 1.7% 4 +0.5 pp +0.8 pp +0.9 pp +1.7 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 1.9 0.4% 4 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.8 0.5% 4 -0.1 pp +0.0 pp +0.1 pp +0.5 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 1.7 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 1.7 0.6% 3 +0.3 pp +0.3 pp +0.6 pp +0.6 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 1.7 1.0% 4 -0.0 pp -0.0 pp -0.0 pp +1.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 1.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 1.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 1.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 1.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 1.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 0.9 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 0.9 0.6% 4 +0.1 pp +0.2 pp +0.3 pp +0.6 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 0.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thayer Financial, L.L.C. CIK 0002100981 0.722 33 0.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 0.7 0.3% 4 +0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BKM Wealth Management, LLC CIK 0002007263 0.267 148 0.7 0.2% 4 -0.0 pp -0.4 pp -0.4 pp +0.2 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.6 0.4% 4 -0.1 pp -0.2 pp -1.7 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 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
☆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
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -4.6 pp -4.3 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 SMLF). Qtrs Held counts distinct quarters this fund has actually held SMLF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SMLF position size. Δ columns are the percentage-point change in SMLF'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