Signals

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☆SMTH

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

Flow ranking

Rank#1143
Score / z0.052 / 0.05
Consensus32.60 over 55 funds
Momentumnot computed

Price & positioning

250 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 ▾
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1,258.2 2.1% 6 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 237.8 4.1% 5 +0.2 pp +0.6 pp +1.0 pp +0.9 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 136.4 7.8% 5 -1.1 pp -0.7 pp -1.6 pp -1.5 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 107.7 4.2% 3 +2.0 pp +2.3 pp +4.2 pp +4.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 84.4 3.1% 5 -0.5 pp -0.4 pp -0.4 pp -0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 58.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 40.7 4.8% 5 -0.3 pp -0.1 pp -0.2 pp +0.2 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 37.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 34.4 6.3% 1 +6.3 pp +6.3 pp -0.6 pp -0.2 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 32.3 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 23.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 20.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 17.6 5.7% 5 -1.0 pp -0.6 pp -0.8 pp -1.3 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 17.4 9.3% 5 -1.5 pp -3.2 pp -3.2 pp -2.5 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 16.5 0.8% 5 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 14.3 0.4% 6 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Guardian Financial Partners, LLC CIK 0001723514 0.576 69 13.6 5.3% 5 -0.1 pp +0.4 pp +0.2 pp +0.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 12.3 1.6% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Old Port Advisors CIK 0001744348 0.222 266 11.1 2.2% 5 -0.1 pp +0.0 pp +0.2 pp +0.4 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 10.9 0.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 9.8 2.3% 5 -0.5 pp -0.3 pp -1.0 pp -0.7 pp
☆Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 9.6 1.8% 5 -0.2 pp -0.5 pp -0.9 pp -0.9 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 8.0 4.5% 5 +0.7 pp +0.7 pp +0.9 pp +0.4 pp
☆NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 7.9 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Tenzing Financial LLC CIK 0002111360 0.444 84 7.5 5.1% 2 -0.6 pp +5.1 pp +5.1 pp +5.1 pp
☆SBE LLC DBA CEDAR COVE WEALTH PARTNERS CIK 0002111343 0.221 91 7.3 3.4% 2 +0.5 pp +3.4 pp +3.4 pp +3.4 pp
☆Spectrum Investment Advisors, Inc. CIK 0001856042 0.529 76 6.3 2.6% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 4.4 2.2% 5 -0.9 pp -0.6 pp -0.7 pp -0.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Line Capital, LLC / IL CIK 0002111406 0.085 75 2.8 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 2.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 2.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Arsenal Capital Advisors LLC CIK 0002109474 0.249 107 1.8 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.7 0.0% 1 +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 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.9 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integras Partners LLC CIK 0002055384 0.140 100 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆G&S Capital LLC CIK 0001731448 0.138 152 0.7 0.2% 5 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.5 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.5 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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tribridge Partners Financial LLC CIK 0002083677 0.741 82 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.2 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 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 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +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
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CIK 0000894309 0.156 321 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meramec Financial Planners, LLC CIK 0002100778 0.453 550 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 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
☆Madrid Financial Services CIK 0002135336 0.540 26 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.1 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
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp -4.2 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 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
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 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
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 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
☆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
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boyer Financial Services, Inc. CIK 0002108122 0.377 57 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.0 0.0% 0 +0.0 pp -0.1 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 SMTH). Qtrs Held counts distinct quarters this fund has actually held SMTH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SMTH position size. Δ columns are the percentage-point change in SMTH'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