Signals

← Signals

☆SMMD

204 in-universe funds with a nonzero position in SMMD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23539
Score / z-0.012 / -0.02
Consensus83.52 over 132 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 251.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 110.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 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 67.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 67.5 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 53.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 51.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 44.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 38.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 36.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 36.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 32.7 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 26.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 24.4 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 24.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 24.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 23.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 18.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 18.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 16.2 7.5% 2 +0.6 pp +7.5 pp +7.5 pp +7.5 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 13.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 12.5 8.3% 2 -0.2 pp +8.3 pp +8.3 pp +8.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 12.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 11.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 10.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 10.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 9.3 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 8.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 8.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 7.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 7.4 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 7.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.614 416 7.0 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 5.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 5.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 5.5 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 4.4 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 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 3.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 2.6 1.5% 2 -0.4 pp +1.5 pp +1.5 pp +1.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 2.4 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 2.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 1.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 1.3 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 1.3 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 1.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.1 0.0% 2 +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 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 1.1 0.0% 2 +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 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 1.0 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.757 72 1.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Wealth Management LLC CIK 0001844707 0.590 169 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.5 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.5 0.0% 2 -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 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altman Advisors, Inc. CIK 0001731671 0.234 93 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First National Advisers, LLC CIK 0001941030 0.386 251 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Firestone Capital Management CIK 0001799964 0.601 168 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Van Cleef Asset Management,Inc CIK 0001482935 0.810 119 0.3 0.0% 2 +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 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opulen Financial Group LLC CIK 0002055099 0.387 116 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.1 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
☆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
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -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% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Corient Private Wealth LP CIK 0001948780 0.887 3043 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
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 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 SMMD). Qtrs Held counts distinct quarters this fund has actually held SMMD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SMMD position size. Δ columns are the percentage-point change in SMMD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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