Signals

← Signals

☆SMMU

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

Flow ranking

Rank#375
Score / z0.564 / 0.66
Consensus79.62 over 140 funds
Momentum-0.24 ≠

Price & positioning

224 cached closes, trailing year
Drawdown-0%
Short interest-40% / 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 ▾
☆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 180.4 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 69.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 64.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 53.1 4.0% 5 -0.4 pp -0.6 pp -0.7 pp -1.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 30.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 30.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 25.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 21.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Biltmore Wealth Management, LLC CIK 0001598102 0.714 58 21.4 6.7% 5 -0.8 pp -1.0 pp -1.0 pp -2.0 pp
☆John A. Wolfe & Associates, Inc. CIK 0002118722 0.624 42 20.4 28.1% 1 +28.1 pp +28.1 pp +28.1 pp +28.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 20.3 1.7% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 19.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 13.6 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 10.5 0.2% 5 -0.1 pp -0.3 pp -0.4 pp -0.5 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 8.7 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.7 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 8.2 2.1% 5 -0.2 pp -0.1 pp +0.1 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 7.9 0.1% 4 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 7.9 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 7.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 7.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 6.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 6.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crumly & Associates Inc. CIK 0001759578 0.412 194 6.3 1.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Optimus Capital Advisors, LLC CIK 2140431 0.659 43 5.5 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 4.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 4.6 0.9% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.1 0.2% 4 -0.1 pp -0.2 pp -0.2 pp +0.2 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 3.9 0.7% 5 +0.1 pp +0.0 pp +0.1 pp -0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 3.8 1.7% 5 -0.7 pp -0.8 pp -0.7 pp -0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 3.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 3.3 0.7% 5 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 3.3 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 3.0 1.0% 5 -0.6 pp -0.6 pp +0.3 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stokes Capital Advisors, LLC CIK 0001734460 0.277 118 2.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 2.5 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 2.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 2.2 0.0% 5 -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 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 2.1 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 2.1 0.4% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 2.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 1.8 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆IAM Advisory, LLC CIK 0001825292 0.682 107 1.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 1.7 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.7 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 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smith Partners Wealth Management, LLC CIK 0002111036 0.280 73 1.7 1.3% 2 +0.4 pp +1.3 pp +1.3 pp +1.3 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 1.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 1.4 0.7% 5 -0.3 pp -0.3 pp -0.2 pp -0.3 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 1.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 1.3 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 1.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Main Line Retirement Advisors, LLC CIK 0001809416 0.748 49 1.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 1.1 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 1.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Oak Wealth Advisors LLC CIK 0002056728 0.684 68 0.9 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Kuhn & Co Investment Counsel CIK 0002011958 0.233 149 0.9 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Financial Consulting LLC CIK 0002065794 0.400 49 0.8 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Kooman & Associates CIK 0001961850 0.724 56 0.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆L.K. Benson & Company, P.C. CIK 0002055235 0.715 115 0.7 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.7 0.5% 5 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.7 0.0% 1 +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 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bedel Financial Consulting, Inc. CIK 0001730511 0.767 307 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.6 0.7% 3 +0.3 pp +0.2 pp +0.7 pp +0.7 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.6 0.3% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.5 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMBRIDGE CAPITAL MANAGEMENT, LLC CIK 0002078994 0.795 47 0.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jeter Robert S II CIK 0002093023 0.611 47 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.4 0.3% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Evergreen Wealth Partners LLC CIK 0002101006 0.278 89 0.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Group, LLC CIK 0001512780 0.679 76 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOVEM GROUP CIK 0001926783 0.247 437 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 0.3 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆MORRIS FINANCIAL CONCEPTS, INC. CIK 0001387386 0.627 204 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.3 0.2% 5 -0.2 pp -1.7 pp -1.9 pp -2.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Worth Asset Management, LLC CIK 0001927285 0.074 212 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 4 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp -0.4 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Watchman Group, Inc. CIK 0001748726 0.675 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.6 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.0 0.0% 0 -0.2 pp -0.3 pp -0.5 pp -0.6 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 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
☆VCI Wealth Management LLC CIK 0002009388 0.229 99 0.0 0.0% 0 +0.0 pp -0.1 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
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 +0.0 pp -4.3 pp -4.3 pp -4.1 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
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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 SMMU). Qtrs Held counts distinct quarters this fund has actually held SMMU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SMMU position size. Δ columns are the percentage-point change in SMMU'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