Signals

← Signals

☆SRLN

551 in-universe funds with a nonzero position in SRLN within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#174
Score / z1.105 / 1.66
Consensus161.94 over 337 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 445.6 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 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 444.9 0.0% 3 -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 434.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arizona PSPRS Trust CIK 0001565332 0.939 14 338.9 11.7% 2 +0.6 pp +11.7 pp +11.7 pp +11.7 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 274.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 252.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 153.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 136.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 129.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 116.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 106.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 105.0 0.0% 2 -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 91.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 73.8 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Symetra Investment Management Co CIK 0001811513 0.879 6 65.0 14.3% 2 -2.7 pp +14.3 pp +14.3 pp +14.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 60.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 58.4 28.4% 2 +5.3 pp +28.4 pp +28.4 pp +28.4 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 47.2 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 45.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.2 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 38.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 36.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 35.8 23.8% 2 +1.6 pp +23.8 pp +23.8 pp +23.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 33.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 32.0 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆CONNING INC. CIK 0000801051 0.496 327 26.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 25.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 25.9 8.0% 2 -1.3 pp +8.0 pp +8.0 pp +8.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.663 1702 25.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 25.0 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 23.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 23.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 21.2 0.0% 3 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 20.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 19.9 2.1% 2 -1.0 pp +2.1 pp +2.1 pp +2.1 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 17.6 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 15.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 15.1 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 15.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 14.9 3.4% 2 -0.3 pp +3.4 pp +3.4 pp +3.4 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 13.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 13.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 12.3 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 11.7 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 11.6 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 11.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 11.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 10.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 10.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 9.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 9.3 2.5% 2 -0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 9.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 9.1 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 9.0 3.9% 2 +0.0 pp +3.9 pp +3.9 pp +3.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 8.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 8.6 3.6% 2 +1.8 pp +3.6 pp +3.6 pp +3.6 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 8.6 4.1% 2 -0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 8.5 3.9% 2 +0.7 pp +3.9 pp +3.9 pp +3.9 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 8.5 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 8.0 5.8% 2 -1.1 pp +5.8 pp +5.8 pp +5.8 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 7.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 7.5 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 7.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 7.2 1.5% 2 -0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 6.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 6.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 6.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 6.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 6.8 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.7 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 6.7 2.6% 2 +0.8 pp +2.6 pp +2.6 pp +2.6 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 6.6 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 6.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Global Investments CIK 0001697953 0.729 523 6.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 6.2 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 6.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 5.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 5.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 5.8 2.9% 2 -0.7 pp +2.9 pp +2.9 pp +2.9 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 5.7 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Canal Capital Management, LLC CIK 0001666733 0.401 220 5.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 5.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 5.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 5.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 5.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 4.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Bramshill Investments, LLC CIK 0001619899 0.794 157 4.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 4.8 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 4.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.494 81 4.4 0.2% 2 -7.7 pp +0.2 pp +0.2 pp +0.2 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 4.3 1.2% 2 +0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 4.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 4.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 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 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 3.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 3.6 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 3.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 3.6 2.4% 2 +0.8 pp +2.4 pp +2.4 pp +2.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 3.5 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 3.4 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 3.4 1.2% 4 -0.0 pp -0.1 pp +0.1 pp +1.2 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 3.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 3.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 3.1 0.9% 2 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 3.0 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 3.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 3.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 3.0 2.0% 3 -0.1 pp -0.4 pp +2.0 pp +2.0 pp
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 3.0 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 2 -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% 2 -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% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.1 pp -2.3 pp +0.0 pp +0.0 pp
☆FWG Investments, LLC. CIK 0001944877 0.127 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 0.0 0.0% 0 -3.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 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
☆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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.161 149 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MeadowBrook Investment Advisors LLC CIK 0001308290 0.250 196 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 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
☆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
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☆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
☆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
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 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
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☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 -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% 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 +0.0 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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