Signals

← Signals

☆SMMD

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

Flow ranking

Rank#24255
Score / z-0.057 / -0.09
Consensus115.90 over 188 funds
Momentum-0.07 =

Price & positioning

223 cached closes, trailing year
Drawdown0%
Short interest-25% / 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 ▾
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 439.0 1.9% 3 +0.3 pp +0.5 pp +1.9 pp +1.9 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 318.9 0.5% 5 +0.1 pp +0.4 pp +0.4 pp +0.4 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 212.9 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 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 161.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 137.9 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 99.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 99.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 95.9 1.7% 5 +0.3 pp +0.6 pp +0.7 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 71.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 71.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 63.3 0.8% 5 +0.1 pp -0.0 pp -0.1 pp -0.3 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 59.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 51.6 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 47.6 1.3% 5 +0.0 pp +0.0 pp +0.1 pp +1.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 45.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 45.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 44.0 0.1% 5 +0.0 pp +0.0 pp +0.1 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 35.0 0.0% 5 +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 33.7 0.0% 5 +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 32.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diesslin Group, Inc. CIK 0002108559 0.461 59 32.2 12.4% 2 +2.4 pp +12.4 pp +12.4 pp +12.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 25.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 25.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 25.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.1 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 24.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 23.6 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 18.8 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 18.6 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 16.2 1.9% 4 +0.1 pp +0.8 pp +0.5 pp +1.9 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 16.1 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CATALYST FINANCIAL PARTNERS LLC CIK 0001927537 0.615 416 15.8 1.6% 5 +0.1 pp +0.5 pp +0.7 pp +0.9 pp
☆SFAM, LLC CIK 0001713286 0.679 262 15.5 12.7% 2 +0.2 pp +12.7 pp +12.7 pp +12.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 14.7 0.1% 5 -0.0 pp -0.2 pp -0.3 pp -0.2 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 13.8 0.9% 5 +0.9 pp +0.3 pp +0.4 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 13.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 13.0 0.7% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 12.9 1.5% 5 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 12.5 2.3% 5 +0.3 pp -0.3 pp -0.2 pp -0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 12.4 0.2% 5 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 12.3 0.1% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 11.6 1.8% 5 +0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROGCO, LP CIK 0001998892 0.631 224 10.3 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 10.2 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 8.4 2.1% 5 +0.2 pp +0.4 pp +0.4 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 8.2 3.2% 5 -2.0 pp -4.5 pp -4.3 pp -3.8 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 8.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 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 8.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 8.0 0.1% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kendall Capital Management CIK 0001731372 0.288 236 6.7 1.1% 5 -4.4 pp -4.4 pp -4.4 pp -4.4 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 6.7 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 6.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 6.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 5.8 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 5.0 1.3% 3 +0.2 pp +0.9 pp +1.3 pp +1.3 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 5.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 5.0 2.1% 5 -0.4 pp -5.3 pp -6.2 pp -6.4 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 4.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 4.1 0.9% 3 +0.1 pp +0.6 pp +0.9 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 3.2 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆QP WEALTH MANAGEMENT, LLC CIK 0001802496 0.053 71 3.1 4.5% 2 -0.0 pp +4.5 pp +4.5 pp +4.5 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.1 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Evernest Financial Advisors, LLC CIK 0002009530 0.479 191 3.0 0.6% 5 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 2.8 0.4% 7 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 2.8 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mechanics Financial Corp CIK 0001821336 0.408 296 2.6 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 2.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 2.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prepared Retirement Institute LLC CIK 0002056037 0.526 94 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Cornerstone Financial Group, LLC /NE/ CIK 0002056783 0.505 75 1.8 1.1% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 1.7 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 1.7 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 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Andina Capital Management, LLC CIK 0001919158 0.008 65 1.7 2.7% 5 +1.1 pp +1.1 pp +1.3 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ulland Investment Advisors, LLC CIK 0001911497 0.339 227 1.6 1.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOYUM WEALTH ARCHITECTS LLC CIK 0002068635 0.758 72 1.3 0.5% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆Fidelis Wealth Advisors LLC CIK 0002010051 0.322 26 1.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 1.1 0.3% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIERRA SUMMIT ADVISORS LLC CIK 0002012614 0.122 185 1.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 1.0 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 1.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.0 0.3% 5 -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 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fairman Group, LLC CIK 0002016719 0.432 332 0.8 0.7% 5 +0.2 pp +0.4 pp +0.5 pp +0.6 pp
☆ARCADIA INVESTMENT ADVISORS LLC CIK 0002047860 0.575 80 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Thayer Financial, L.L.C. CIK 0002100981 0.722 33 0.8 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.7 0.5% 7 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mayfair Advisory Group, LLC CIK 0001801926 0.459 185 0.7 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 0.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LITTLE HOUSE CAPITAL LLC CIK 0001748814 0.370 113 0.6 0.1% 5 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Keeler Thomas Management LLC CIK 0001730660 0.089 135 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 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 (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