Signals

← Signals

☆SMLF

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

Flow ranking

Rank#24814
Score / z-0.725 / -0.89
Consensus115.46 over 201 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 0.922 155 336.8 14.8% 5 +1.0 pp +0.8 pp +0.8 pp +1.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 289.2 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 271.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 194.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 142.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 131.6 4.3% 2 -0.2 pp +4.3 pp +4.3 pp +4.3 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 127.3 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 114.2 1.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 74.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 73.8 3.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 72.1 0.9% 6 -0.1 pp +0.2 pp +0.3 pp +0.8 pp
☆FMR LLC CIK 0000315066 0.989 5571 64.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 59.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 57.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 55.7 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 43.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 42.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 42.3 4.0% 5 -0.4 pp +0.0 pp -0.1 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 42.3 3.1% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 41.6 5.2% 5 +0.0 pp -0.1 pp -0.0 pp -0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 41.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ullmann Wealth Partners Group, LLC CIK 0001697725 0.813 174 38.4 3.5% 5 +0.1 pp +0.1 pp -0.4 pp -0.6 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 36.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 35.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 33.8 7.5% 5 +0.3 pp -0.0 pp -0.0 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 31.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 28.4 3.6% 3 -0.1 pp -0.5 pp +3.6 pp +3.6 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 26.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 26.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Fox Financial, Inc CIK 0002004131 0.856 12 25.1 17.5% 5 +0.0 pp +0.6 pp +0.6 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 24.7 0.1% 5 +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% 5 +0.0 pp -0.3 pp -0.2 pp -0.0 pp
☆RESTON WEALTH MANAGEMENT LLC CIK 0001767617 0.871 65 23.6 6.4% 5 +0.2 pp +0.4 pp +0.1 pp +0.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 23.2 0.7% 6 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 19.8 1.3% 4 +0.2 pp +0.6 pp +0.7 pp +1.3 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 18.3 6.9% 5 +0.1 pp +0.6 pp +0.3 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 16.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 16.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 14.7 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆PTM WEALTH MANAGEMENT, LLC CIK 0002061027 0.798 61 13.8 6.2% 5 +0.1 pp -1.6 pp -1.5 pp -1.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 13.6 0.3% 5 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 13.4 2.9% 2 +0.2 pp +2.9 pp +2.9 pp +2.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 13.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 13.2 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 13.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 12.4 0.1% 5 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 12.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TRB Wealth Management, LLC CIK 0002130988 0.545 296 11.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Weil Company, Inc. CIK 0001318011 0.359 133 10.9 1.9% 5 +0.0 pp +0.6 pp +0.9 pp +1.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 10.6 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 10.4 0.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Denver PWM, LLC CIK 0001657980 0.608 89 9.7 3.2% 5 +0.2 pp +0.2 pp +0.4 pp +0.4 pp
☆Wingate Wealth Advisors, Inc. CIK 0002041800 0.347 127 9.6 4.2% 5 +0.1 pp +0.3 pp +3.4 pp +3.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 9.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLC Capital Advisors CIK 0001713697 0.549 229 9.1 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 8.6 1.3% 5 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 8.3 0.8% 4 +0.6 pp +0.5 pp +0.3 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 7.9 2.2% 5 -0.0 pp -0.4 pp -0.5 pp -0.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 7.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DDFG, Inc CIK 0001967640 0.535 91 7.7 1.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 6.8 3.3% 5 +0.2 pp +0.2 pp +0.4 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 6.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 6.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 6.6 4.2% 5 +0.4 pp +0.6 pp +0.4 pp +0.4 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 6.4 2.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.8 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 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 5.4 1.1% 5 -0.2 pp -0.3 pp -0.1 pp -0.3 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 5.4 4.0% 5 -0.5 pp +0.0 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 5.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 5.2 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Santori & Peters, Inc. CIK 0001730959 0.837 83 5.1 1.4% 4 +0.1 pp -0.0 pp -0.0 pp +1.4 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 5.1 2.7% 3 +0.3 pp +0.2 pp +2.7 pp +2.7 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 4.9 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUMMITPOINT CAPITAL MANAGEMENT CIK 0002108283 0.401 39 4.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 4.5 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 4.4 0.6% 4 +0.0 pp +0.2 pp +0.4 pp +0.6 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 4.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 4.2 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 4.2 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 4.2 1.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 3.7 0.4% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.4 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 3.4 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 3.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 3.0 1.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 3.0 2.3% 4 +0.1 pp -0.0 pp -0.0 pp +2.3 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 3.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 2.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 2.6 1.4% 4 -0.0 pp +1.0 pp +1.2 pp +1.4 pp
☆BFI Wealth Solutions, LLC CIK 0002110651 0.154 82 2.5 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 2.3 0.9% 4 +0.4 pp +0.4 pp +0.3 pp +0.9 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 2.1 0.5% 5 +0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 2.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 2.1 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 2.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 1.9 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 1.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 1.9 0.1% 5 -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 1.8 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 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆INTEGRATED WEALTHCARE, LLC CIK 0001962105 0.731 29 1.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 1.8 0.6% 4 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 1.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 1.7 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Financial Network Corp CIK 0001927724 0.154 192 1.4 0.8% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 1.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 1.1 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 1.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 1.1 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 1.0 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thayer Financial, L.L.C. CIK 0002100981 0.722 33 0.9 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAM Wealth Management, LLC CIK 0002093649 0.035 166 0.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 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
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 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 +0.0 pp +0.0 pp -0.0 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
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 0.0 0.0% 0 +0.0 pp -2.8 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp +0.0 pp -4.6 pp -4.3 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 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 +0.0 pp -0.1 pp -0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 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 -0.0 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
☆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
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.1 pp -2.4 pp -2.2 pp -2.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -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% 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
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 (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