Signals

SOXX

1051 in-universe funds with a nonzero position in SOXX within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#934
Score / z0.120 / 0.09
Consensus325.77 over 619 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-1% / 1.2d

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)
Fund Positions
Quarters Held

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 1,113.8 0.1% 4 +0.0 pp +0.1 pp +0.0 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 1,023.9 0.1% 5 +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 734.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 608.5 0.4% 4 +0.2 pp +0.2 pp -0.1 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 474.6 0.6% 4 +0.5 pp +0.6 pp +0.5 pp +0.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 382.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 354.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 279.8 0.5% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 245.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 195.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 193.9 0.3% 4 -0.3 pp -0.5 pp -0.8 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 186.3 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 142.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 139.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 136.8 1.7% 4 +0.1 pp +0.4 pp +1.7 pp +1.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 133.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Noked Israel Ltd CIK 0001767750 0.807 11 114.7 16.9% 1 +16.9 pp +16.9 pp +16.9 pp +16.9 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 106.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 102.1 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 100.8 1.7% 2 +0.9 pp +1.7 pp +1.7 pp +1.7 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 99.1 3.2% 4 +0.4 pp +0.6 pp +0.6 pp +3.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 95.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 89.7 0.8% 4 +0.0 pp -0.3 pp -0.4 pp +0.8 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 85.9 0.1% 5 +0.0 pp +0.1 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 80.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 78.3 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Howard Capital Management, LLC CIK 0001733173 0.273 423 76.4 1.3% 4 +1.2 pp +1.2 pp +1.2 pp +1.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 75.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 75.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 68.0 1.4% 5 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Analyst IMS Investment Management Services Ltd. CIK 0001634208 0.919 152 66.2 2.0% 4 +0.6 pp +0.7 pp +0.8 pp +2.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 59.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 59.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 58.7 0.8% 4 +0.1 pp +0.3 pp +0.3 pp +0.8 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 57.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 55.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 52.2 2.0% 4 +2.0 pp +1.9 pp +1.9 pp +2.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 50.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 49.9 3.7% 4 +0.2 pp +0.1 pp +1.2 pp +3.7 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 47.8 1.8% 4 +0.1 pp +0.1 pp -0.2 pp +1.8 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 44.2 1.3% 4 +1.3 pp +1.3 pp +1.2 pp +1.3 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 44.0 1.4% 4 -0.1 pp +0.1 pp -0.0 pp +1.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 41.5 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 39.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 38.6 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 38.6 2.1% 4 +0.1 pp +0.1 pp +0.2 pp +2.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 37.0 0.3% 4 +0.3 pp +0.0 pp +0.0 pp +0.3 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 36.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 33.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 32.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.9 0.0% 4 -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 31.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 30.0 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 29.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 27.8 7.7% 4 +0.3 pp +1.0 pp +7.6 pp +7.7 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 27.1 0.9% 4 +0.2 pp +0.3 pp +0.2 pp +0.9 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 26.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 25.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 23.4 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 23.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 22.1 2.1% 4 +0.2 pp +1.7 pp +1.8 pp +2.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 21.9 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 21.8 0.3% 4 -0.0 pp +0.2 pp +0.2 pp +0.3 pp
MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 19.8 3.5% 1 +3.5 pp +3.5 pp +3.4 pp +3.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 19.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 19.4 1.5% 4 +0.2 pp +0.3 pp +0.5 pp +1.5 pp
COMMERCE BANK CIK 0001009076 0.853 1332 18.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
REDSTONE WEALTH MANAGEMENT, LLC CIK 0002049950 0.633 31 17.8 14.2% 1 +14.2 pp +14.2 pp +14.2 pp +14.2 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 17.8 2.7% 4 +1.3 pp +0.8 pp +1.0 pp +2.7 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 17.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 16.4 4.3% 4 +1.2 pp +2.8 pp +4.0 pp +4.3 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 15.9 1.9% 4 -0.0 pp +0.2 pp +0.3 pp +1.9 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 15.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 15.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 15.3 1.6% 6 -0.1 pp -0.0 pp +0.1 pp +0.3 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 15.2 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 15.1 6.0% 4 +0.5 pp +0.7 pp +5.8 pp +6.0 pp
DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 14.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 14.2 9.2% 4 +0.3 pp +0.5 pp +0.3 pp +9.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAVA PENZISKO DRUSHTVO A.D. SKOPJE CIK 0002094371 0.087 27 13.8 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 12.9 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 12.8 1.8% 4 +0.0 pp +0.1 pp +0.2 pp +1.8 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 12.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 12.7 1.4% 4 +0.1 pp +0.2 pp +0.5 pp +1.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 11.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Gray Foundation CIK 0002011602 0.903 9 11.3 2.8% 4 +0.2 pp +0.2 pp +0.5 pp +2.8 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 11.1 0.9% 4 +0.7 pp +0.7 pp +0.7 pp +0.9 pp
Geremia Financial Services, LLC CIK 0002104898 0.288 9 10.8 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 10.7 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
Lake Hills Wealth Management, LLC CIK 0001705594 0.128 62 10.5 5.9% 1 +5.9 pp +5.9 pp +2.5 pp +5.9 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 10.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 10.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
HARBOR ADVISORY CORP /MA/ CIK 0001100710 0.472 82 10.2 3.1% 4 -0.1 pp +0.1 pp +0.3 pp +3.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 9.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
Traynor Capital Management, Inc. CIK 0001666786 0.689 335 9.3 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 9.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 9.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 9.2 3.0% 4 -0.0 pp +0.3 pp +0.2 pp +3.0 pp
COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 8.8 6.2% 4 +0.6 pp +0.9 pp +2.0 pp +6.2 pp
CMH Wealth Management LLC CIK 0001657516 0.419 117 8.7 1.5% 4 -0.3 pp -0.2 pp -0.1 pp +1.5 pp
Spire Wealth Management CIK 0001858740 0.515 2226 8.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
MAI Capital Management CIK 0001040197 0.725 1889 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 8.2 2.9% 4 -0.1 pp -0.1 pp -0.1 pp +2.9 pp
111 Capital CIK 0002060412 0.025 488 8.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 8.2 0.4% 4 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
SBI Okasan Asset Management Co.Ltd. CIK 0001535128 0.539 320 8.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 7.8 2.3% 4 +0.2 pp +0.3 pp +0.7 pp +2.3 pp
Creative Planning CIK 0001540235 0.979 4196 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALEXANDER LABRUNERIE & CO., INC. CIK 0002024333 0.372 125 7.6 2.8% 4 +0.3 pp +0.2 pp +0.3 pp +2.8 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 7.6 1.1% 4 +0.2 pp +0.3 pp +0.2 pp +1.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 7.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 7.3 0.0% 4 +0.0 pp -0.2 pp -0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 7.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concord Investment Counsel Inc. CIK 0002022154 0.516 50 7.2 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
PFG Advisors CIK 0001694435 0.248 791 7.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 7.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Well Done, LLC CIK 0001667132 0.522 202 7.1 1.0% 4 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 7.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 6.8 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Maniro Ltd CIK 0002102426 0.520 29 6.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 6.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Alaska Permanent Capital Management, LLC CIK 0001426771 0.926 41 6.3 0.4% 3 -0.5 pp -0.8 pp +0.4 pp +0.4 pp
Avondale Wealth Management CIK 0001738720 0.648 66 6.2 3.0% 4 -2.5 pp -3.2 pp -2.9 pp +3.0 pp
CacheTech Inc. CIK 0002013390 0.380 169 6.0 1.2% 4 +0.1 pp -0.0 pp -0.0 pp +1.2 pp
Adams Wealth Management CIK 0001803084 0.408 147 6.0 1.3% 4 +0.1 pp +0.0 pp +0.1 pp +1.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 5.8 0.5% 4 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.8 0.2% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 5.8 0.1% 6 +0.1 pp -0.3 pp -0.3 pp -0.2 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 5.8 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 5.5 3.3% 4 -0.7 pp -0.4 pp -0.7 pp +3.3 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.5 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 5.4 1.2% 4 -0.0 pp +0.1 pp +0.0 pp +1.2 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 5.4 0.9% 4 -0.1 pp -0.1 pp -0.6 pp +0.9 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 5.4 0.9% 4 +0.1 pp +0.2 pp -0.0 pp +0.9 pp
Integrated Capital Management, LLC CIK 0002040070 0.793 58 5.3 2.2% 4 +0.0 pp -0.1 pp +0.1 pp +2.2 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 5.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Telos Capital Management, Inc. CIK 0001567889 0.442 201 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 1.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 1.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 1.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 1.5 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
Advisory Alpha, LLC CIK 0001576762 0.822 571 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 1.4 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
NORTHLAND SECURITIES, INC. CIK 0001006938 0.090 117 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Alteri Wealth LLC CIK 0002054980 0.233 296 1.3 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
Ionic Capital Management LLC CIK 0001386462 0.013 103 1.3 1.1% 3 -0.1 pp +0.2 pp +1.1 pp +1.1 pp
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Sigma Planning Corp CIK 0001449126 0.520 1394 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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10Elms LLP CIK 0002056650 0.266 526 1.3 0.8% 4 -0.1 pp -0.0 pp +0.0 pp +0.8 pp
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Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 1.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
SCHNIEDERS CAPITAL MANAGEMENT, LLC. CIK 0002057056 0.487 246 1.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Tempo Wealth, LLC CIK 0002112005 0.447 237 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VVR Holdings LLC CIK 0002070884 0.604 38 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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Activest Wealth Management CIK 0001883134 0.526 1477 1.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
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NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 1.2 0.6% 4 -0.0 pp +0.0 pp +0.0 pp +0.6 pp
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IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 1.1 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Finley Financial, LLC CIK 0002047823 0.690 110 1.1 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
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Somerset Trust Co CIK 0001597099 0.266 186 1.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
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Lynx Investment Advisory CIK 0002028812 0.063 230 1.1 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
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GSG Advisors LLC CIK 0001995773 0.640 148 1.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -1.4 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -2.7 pp -2.5 pp -2.2 pp -1.9 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.5 pp -0.3 pp -0.3 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.8 pp -1.2 pp -1.6 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 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 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wallace Hart LLC CIK 0002018963 0.082 45 0.0 0.0% 0 -1.4 pp -0.1 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 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
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ITHAKA GROUP LLC CIK 0001484043 0.263 40 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 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
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA CIK 0000315038 0.616 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
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
Cascade Financial Partners, LLC CIK 0002021208 0.667 279 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Colonial River Investments, LLC CIK 0001845859 0.069 249 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -1.3 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
SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Maxi Investments CY Ltd CIK 0001838222 0.024 72 0.0 0.0% 0 -2.9 pp +0.0 pp -0.7 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 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
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 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
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.1 pp +0.0 pp -0.4 pp -0.4 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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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