Signals

☆SOXX

927 in-universe funds with a nonzero position in SOXX within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22146
Score / z-0.046 / -0.08
Consensus273.47 over 535 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-1% / 1.8d

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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 874.7 0.1% 3 +0.0 pp +0.0 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 776.1 0.1% 4 +0.0 pp +0.0 pp +0.0 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 713.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 433.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 355.4 0.6% 3 -0.2 pp -0.6 pp +0.6 pp +0.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 352.1 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 313.7 0.1% 3 +0.0 pp +0.0 pp +0.1 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 290.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 136.0 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 122.3 1.6% 3 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 119.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 103.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 103.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 90.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 89.8 2.9% 3 +0.3 pp +0.3 pp +2.9 pp +2.9 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 84.5 0.8% 3 -0.3 pp -0.4 pp +0.8 pp +0.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 76.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 75.5 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 74.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 72.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 68.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 58.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 54.2 0.8% 3 +0.2 pp +0.2 pp +0.8 pp +0.8 pp
☆Gemsstock Ltd. CIK 0001724140 0.000 13 54.2 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 54.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 50.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 47.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 47.1 1.4% 3 +0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 47.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 46.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 45.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 45.2 3.6% 3 -0.0 pp +1.0 pp +3.6 pp +3.6 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 43.7 1.5% 3 +0.2 pp +0.1 pp +1.5 pp +1.5 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 43.7 1.7% 3 +0.0 pp -0.4 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 43.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 38.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 37.7 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 35.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 35.4 1.9% 3 -0.1 pp +0.0 pp +1.9 pp +1.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 34.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 32.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 30.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 24.8 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 23.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 23.4 7.4% 3 +0.8 pp +7.4 pp +7.4 pp +7.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 22.5 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 21.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 20.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 20.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 19.4 1.9% 3 +1.5 pp +1.6 pp +1.9 pp +1.9 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 18.1 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆United Asset Strategies, Inc. CIK 0001539948 0.466 259 17.7 1.4% 3 +0.1 pp +0.3 pp +1.4 pp +1.4 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 16.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 16.8 1.5% 3 -0.5 pp -0.3 pp +1.5 pp +1.5 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 16.8 1.9% 3 +0.3 pp +0.3 pp +1.9 pp +1.9 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 16.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 15.8 2.9% 1 +2.9 pp +2.1 pp +2.9 pp +2.9 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 15.3 1.7% 5 +0.1 pp +0.2 pp +0.3 pp +0.1 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 14.6 8.9% 3 +0.2 pp -0.0 pp +8.9 pp +8.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 14.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 13.9 5.6% 3 +0.2 pp +5.4 pp +5.6 pp +5.6 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 12.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 12.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 12.4 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 12.4 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 12.1 0.0% 4 +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 12.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 11.9 1.3% 3 +0.1 pp +0.4 pp +1.3 pp +1.3 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 11.9 3.1% 3 +1.6 pp +2.8 pp +3.1 pp +3.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 10.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 10.8 5.6% 3 -0.7 pp -0.4 pp +5.6 pp +5.6 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 10.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Gray Foundation CIK 0002011602 0.903 9 10.4 2.6% 3 -0.1 pp +0.3 pp +2.6 pp +2.6 pp
☆HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 10.3 3.1% 3 +0.2 pp +0.3 pp +3.1 pp +3.1 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 10.1 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 9.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 9.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 9.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 9.0 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Traynor Capital Management, Inc. CIK 0001666786 0.689 335 9.0 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 8.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 8.5 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 8.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 8.4 3.1% 3 +0.3 pp +0.2 pp +3.1 pp +3.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 8.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perbak Capital Partners LLP CIK 0001968437 0.000 0 8.3 2.5% 2 +0.8 pp +2.5 pp +2.5 pp +2.5 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 8.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 8.2 3.0% 3 +0.0 pp +0.0 pp +3.0 pp +3.0 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 8.2 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 8.0 0.8% 3 -0.4 pp -0.8 pp +0.8 pp +0.8 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 7.9 5.7% 3 +0.4 pp +1.4 pp +5.7 pp +5.7 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FIRST INTERSTATE BANK CIK 0001125727 0.853 196 7.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 7.4 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 7.2 2.2% 3 +0.1 pp +0.5 pp +2.2 pp +2.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 7.0 2.5% 3 -0.1 pp -0.0 pp +2.5 pp +2.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 7.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 6.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Concord Investment Counsel Inc. CIK 0002022154 0.516 50 6.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 6.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 6.4 0.9% 3 +0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 6.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 6.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 5.9 2.0% 3 +0.2 pp +0.8 pp +2.0 pp +2.0 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 5.7 1.2% 3 -0.1 pp -0.0 pp +1.2 pp +1.2 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 5.7 1.0% 3 -0.2 pp -0.1 pp +1.0 pp +1.0 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 5.5 0.9% 3 -0.0 pp -0.5 pp +0.9 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Family Legacy, Inc. CIK 0001706016 0.283 124 5.4 1.6% 3 +0.1 pp +0.2 pp +1.6 pp +1.6 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 5.4 3.9% 3 +0.2 pp -0.1 pp +3.9 pp +3.9 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 5.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 5.2 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 5.2 2.2% 3 -0.1 pp +0.1 pp +2.2 pp +2.2 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 5.1 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 4.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 4.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 4.8 0.8% 3 +0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Midwest Financial Group LLC CIK 0001967193 0.272 136 4.7 2.1% 3 +0.1 pp +0.2 pp +2.1 pp +2.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 4.6 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
☆EWA, LLC CIK 0001835252 0.457 332 4.5 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
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☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
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☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 0.0 0.0% 0 +0.0 pp -3.4 pp +0.0 pp +0.0 pp
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☆Advanced Asset Management Advisors Inc CIK 0001075444 0.542 85 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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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 SOXX). Qtrs Held counts distinct quarters this fund has actually held SOXX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SOXX position size. Δ columns are the percentage-point change in SOXX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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