Signals

← Signals

☆SRLN

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

Flow ranking

Rank#337
Score / z0.578 / 0.81
Consensus151.46 over 321 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆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 460.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 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 439.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 402.7 0.7% 3 -0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Arizona PSPRS Trust CIK 0001565332 0.939 14 344.9 12.7% 3 +1.0 pp +1.7 pp +12.7 pp +12.7 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 257.6 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 256.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 158.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 140.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 126.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 125.4 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 90.8 0.0% 3 -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 89.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 74.4 2.0% 3 -0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 62.6 25.7% 3 -2.7 pp +2.6 pp +25.7 pp +25.7 pp
☆Symetra Investment Management Co CIK 0001811513 0.879 6 61.7 10.9% 3 -3.4 pp -6.2 pp +10.9 pp +10.9 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 60.1 5.7% 2 -2.2 pp +5.7 pp +5.7 pp +5.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 55.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 48.4 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 45.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 43.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 35.6 20.2% 3 -3.6 pp -2.0 pp +20.2 pp +20.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 35.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 34.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 33.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 32.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 31.7 1.6% 3 +0.0 pp -0.0 pp +1.6 pp +1.6 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 31.0 1.0% 2 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 30.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 28.3 1.3% 3 +1.1 pp -6.5 pp +1.3 pp +1.3 pp
☆CONNING INC. CIK 0000801051 0.496 327 26.5 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 25.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 24.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Donoghue Forlines LLC CIK 0001702435 0.000 114 24.2 7.5% 3 -0.5 pp -1.8 pp +7.5 pp +7.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 23.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 22.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 21.9 2.2% 3 +0.1 pp -1.0 pp +2.2 pp +2.2 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 20.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 18.7 0.7% 3 +0.6 pp -0.5 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 18.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 15.5 2.8% 3 -0.2 pp -0.3 pp +2.8 pp +2.8 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 15.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 15.3 6.1% 3 +2.5 pp +4.3 pp +6.1 pp +6.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 15.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 13.9 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 13.6 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 13.2 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 13.0 2.0% 3 +0.0 pp +0.1 pp +2.0 pp +2.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 12.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 11.9 3.2% 3 -0.2 pp -0.3 pp +3.2 pp +3.2 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 11.8 1.8% 3 +0.0 pp +0.0 pp +1.8 pp +1.8 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 11.6 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 11.2 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 10.6 2.1% 3 -1.3 pp -1.6 pp +2.1 pp +2.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.5 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 10.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 10.4 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 9.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 9.9 4.1% 3 +0.2 pp +0.3 pp +4.1 pp +4.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 9.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 9.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 9.3 2.1% 3 +0.6 pp +0.6 pp +2.1 pp +2.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 9.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 9.1 4.2% 3 +0.0 pp -0.1 pp +4.2 pp +4.2 pp
☆Refined Wealth Management CIK 0001724729 0.544 49 9.1 6.1% 3 +0.3 pp +0.1 pp +6.1 pp +6.1 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 9.0 2.3% 3 -0.2 pp -0.2 pp +2.3 pp +2.3 pp
☆Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 9.0 1.6% 3 -0.0 pp -0.2 pp +1.6 pp +1.6 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 8.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACT Advisors, LLC. CIK 0001842554 0.668 84 8.5 3.3% 1 +3.3 pp -0.1 pp +3.3 pp +3.3 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 8.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 8.3 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 8.2 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 7.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 7.6 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 7.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 7.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 7.4 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 7.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 7.2 2.9% 3 -0.0 pp -0.1 pp +2.9 pp +2.9 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 7.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 6.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 6.9 3.0% 3 +0.1 pp +0.4 pp +3.0 pp +3.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 6.6 2.6% 3 +0.0 pp +0.8 pp +2.6 pp +2.6 pp
☆MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 6.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Global Investments CIK 0001697953 0.729 523 6.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 6.4 3.9% 3 -0.4 pp -0.7 pp +3.9 pp +3.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 5.9 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 5.5 1.4% 3 +0.3 pp +0.6 pp +1.4 pp +1.4 pp
☆NYL Investors LLC CIK 0001606720 0.731 29 5.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 5.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 5.3 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 5.2 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆Little Harbor Advisors, LLC CIK 0001539639 0.866 6 5.2 2.7% 3 -0.2 pp -0.8 pp +2.7 pp +2.7 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 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 5.2 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 5.0 0.5% 3 -1.2 pp -1.2 pp +0.5 pp +0.5 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.7 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 4.7 1.1% 3 -0.2 pp -0.3 pp +1.1 pp +1.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 4.6 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 4.5 1.3% 3 +0.4 pp +1.2 pp +1.3 pp +1.3 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 4.4 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 4.2 2.4% 3 +1.8 pp +1.8 pp +2.4 pp +2.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 4.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 4.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 3.8 2.5% 3 +0.1 pp +0.9 pp +2.5 pp +2.5 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 3.8 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 3.6 1.9% 3 -0.1 pp -0.3 pp +1.9 pp +1.9 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 3.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 3.6 2.5% 3 -0.0 pp -0.0 pp +2.5 pp +2.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.5 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 3.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 3.4 1.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 3.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 3.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 3.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 3.1 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 3.0 0.6% 3 -0.9 pp -1.5 pp +0.6 pp +0.6 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 3.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 2.9 2.0% 4 -0.1 pp -0.2 pp -0.4 pp +2.0 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.4 0.1% 3 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.260 341 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 1 +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% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 3 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 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 -0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp +0.0 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.0 0.0% 0 -3.9 pp -3.1 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 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
☆Hobbs Group Advisors, LLC CIK 0002012280 0.480 164 0.0 0.0% 0 +0.0 pp -0.1 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
☆Ninety One North America, Inc. CIK 0001633343 0.550 106 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
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 -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% 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
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆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
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 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 +0.0 pp -0.1 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp -0.0 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
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 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
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 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
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Prudent Man Advisors, LLC CIK 0001817174 0.285 141 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 -2.5 pp -2.5 pp +0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 -0.5 pp -0.1 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 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
☆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
☆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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
☆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
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NOVUS ADVISORS, LLC CIK 0002042508 0.000 49 0.0 0.0% 0 +0.0 pp -1.1 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
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 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 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.0% 0 +0.0 pp -0.1 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
☆TradeWell Securities, LLC. CIK 0002066232 0.779 52 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp +0.0 pp
☆Transcendent Capital Group LLC CIK 0002013703 0.155 128 0.0 0.0% 0 -1.5 pp -1.8 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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 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
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 -5.8 pp -6.9 pp +0.0 pp +0.0 pp
☆HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Wealth, LLC. CIK 0001911391 0.168 127 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -1.3 pp -1.3 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
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 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
☆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
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 pp -0.2 pp
☆1607 Capital Partners, LLC CIK 0001436866 0.484 142 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.0 0.0% 0 -0.0 pp -0.1 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
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 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 +0.0 pp -0.1 pp -2.3 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just 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 (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