Signals

← Signals

☆SRLN

501 in-universe funds with a nonzero position in SRLN within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23758
Score / z-0.456 / -0.60
Consensus136.50 over 287 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+2% / 2.7d

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 ▾
☆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 552.4 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 482.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arizona PSPRS Trust CIK 0001565332 0.939 14 332.5 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 295.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 268.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 253.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 220.9 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 166.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 148.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 139.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 134.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 102.2 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 86.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 81.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 69.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Symetra Investment Management Co CIK 0001811513 0.879 6 65.1 17.0% 1 +17.0 pp +17.0 pp +17.0 pp +17.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 63.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 63.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 62.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 49.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 49.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 48.1 23.1% 1 +23.1 pp +23.1 pp +23.1 pp +23.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 44.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 41.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 39.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 35.9 22.2% 1 +22.2 pp +22.2 pp +22.2 pp +22.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 35.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 33.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 32.5 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 31.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 30.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CONNING INC. CIK 0000801051 0.496 327 26.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 25.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 24.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 24.7 0.0% 1 +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 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 22.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 20.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 17.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 17.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 17.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 16.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 16.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 15.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 14.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 13.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 13.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 12.5 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 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 10.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 10.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 10.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 10.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 9.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 9.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 9.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 9.1 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 8.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 8.8 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 8.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 8.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 8.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 8.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 8.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 8.1 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 7.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 7.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 6.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 6.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 6.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 6.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 6.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Summit Global Investments CIK 0001697953 0.729 523 6.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sagace Wealth Management LLC CIK 0002027449 0.335 70 6.1 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 6.0 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 6.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 5.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 5.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 5.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bain Capital Credit, LP CIK 0001317947 0.847 6 5.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 5.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 5.4 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 5.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 5.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 5.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 5.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 4.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 4.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 4.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.4 0.0% 1 +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 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 4.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 4.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 3.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 3.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 3.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 3.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 3.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 3.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 3.2 1.2% 3 -0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 3.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 3.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 2.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 2.8 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 2.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 2.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 2.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.4 0.0% 1 +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 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 2.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 2.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 1.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 1.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 1.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Bramshill Investments, LLC CIK 0001619899 0.794 157 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Great Waters Wealth Management CIK 0001964535 0.929 127 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 1.4 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Graypoint LLC CIK 0001794198 0.550 526 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆GE INVESTMENT MANAGEMENT CORP. CIK 0001125824 0.929 4 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.2 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 SRLN). Qtrs Held counts distinct quarters this fund has actually held SRLN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SRLN position size. Δ columns are the percentage-point change in SRLN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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