Signals

← Signals

☆SRLN

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

Flow ranking

Rank#23153
Score / z-1.012 / -0.94
Consensus144.94 over 289 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 ▾
☆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 304.1 0.0% 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 276.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 238.5 0.8% 4 -0.0 pp -0.1 pp -0.2 pp +0.8 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 180.4 0.3% 4 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 146.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 139.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 121.2 9.7% 3 +4.0 pp +1.8 pp +9.7 pp +9.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 111.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 104.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 93.4 2.6% 4 +0.5 pp +0.5 pp +0.4 pp +2.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 90.4 0.0% 4 +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 88.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 70.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 64.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 60.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Symetra Investment Management Co CIK 0001811513 0.879 6 60.0 5.2% 4 -5.7 pp -9.1 pp -11.8 pp +5.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 41.1 0.7% 4 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Aristotle Pacific Capital, LLC CIK 0001844577 0.805 5 40.0 32.5% 4 +6.9 pp +4.1 pp +9.5 pp +32.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 37.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 36.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 34.6 19.8% 4 -0.3 pp -4.0 pp -2.3 pp +19.8 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 30.8 1.6% 4 -0.0 pp +0.0 pp -0.0 pp +1.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CONNING INC. CIK 0000801051 0.496 327 25.7 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Blackstone Inc. (BX) CIK 0001393818 0.000 516 22.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 21.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset Allocation & Management Company, LLC CIK 0001498383 0.709 67 21.1 7.8% 4 +1.7 pp +4.2 pp +6.0 pp +7.8 pp
☆Bramshill Investments, LLC CIK 0001619899 0.793 157 21.1 1.8% 4 +1.3 pp +1.5 pp +1.7 pp +1.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 20.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.4 0.0% 4 +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 17.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 15.2 3.3% 4 +1.3 pp +1.8 pp +1.9 pp +3.3 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 15.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 14.6 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 14.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 14.4 3.6% 4 +0.5 pp +0.3 pp +0.2 pp +3.6 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 14.3 2.3% 4 +0.2 pp +0.2 pp +0.3 pp +2.3 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 14.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 13.6 0.5% 4 -0.2 pp +0.5 pp -0.6 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 13.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 13.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 12.7 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 12.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 11.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 11.1 1.2% 4 -0.1 pp -0.1 pp -0.1 pp +1.2 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 11.1 4.9% 4 +0.7 pp +0.8 pp +0.6 pp +4.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stablepoint Partners, LLC CIK 0002011237 0.277 260 10.7 1.6% 4 -0.3 pp -0.3 pp -0.3 pp +1.6 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 10.6 0.8% 4 +0.0 pp +0.2 pp +0.2 pp +0.8 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 10.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fragasso Financial Advisors Inc CIK 0001613331 0.862 360 10.4 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 10.1 4.1% 4 -0.0 pp +0.2 pp +0.3 pp +4.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 9.3 2.4% 4 +0.1 pp -0.2 pp -0.1 pp +2.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.2 0.1% 4 -0.0 pp -0.0 pp -0.0 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 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 8.6 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.3 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 8.0 1.5% 4 -0.5 pp -1.9 pp -2.2 pp +1.5 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 7.8 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 7.7 0.6% 4 +0.4 pp +0.3 pp +0.3 pp +0.6 pp
☆Summit Global Investments CIK 0001697953 0.729 523 7.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 7.1 1.0% 4 -0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆O'Connor Financial Group LLC CIK 0001973783 0.539 69 7.0 2.9% 4 +0.0 pp -0.0 pp -0.1 pp +2.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 7.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Palogic Value Management, L.P. CIK 0001532943 0.148 181 6.7 2.9% 4 -0.0 pp +0.1 pp +0.3 pp +2.9 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 6.5 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 6.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 6.3 0.8% 4 +0.3 pp +0.2 pp +0.2 pp +0.8 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 6.2 3.6% 4 -0.3 pp -0.7 pp -1.0 pp +3.6 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 6.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Westview Management dba Westview Investment Advisors CIK 0002073768 0.197 67 6.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 5.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 5.6 0.9% 4 -0.1 pp -0.1 pp -0.1 pp +0.9 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 5.6 1.3% 4 -0.1 pp +0.2 pp +0.5 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspire Private Capital, LLC CIK 0001767340 0.395 175 5.4 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 5.2 1.5% 4 +0.0 pp +0.0 pp -0.0 pp +1.5 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 5.2 0.2% 4 -0.3 pp -0.3 pp -0.4 pp +0.2 pp
☆CITY NATIONAL BANK OF FLORIDA /MSD CIK 0000709447 0.249 150 5.1 3.1% 4 +0.6 pp +0.7 pp +1.4 pp +3.1 pp
☆Curtis Advisory Group, LLC CIK 0001664656 0.557 117 5.1 1.1% 4 -0.0 pp -0.1 pp -0.2 pp +1.1 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 5.0 2.7% 4 +0.4 pp +2.2 pp +2.2 pp +2.7 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 5.0 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 4.8 1.3% 4 +0.0 pp +0.4 pp +1.2 pp +1.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 4.5 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 4.3 1.0% 4 -0.1 pp -0.3 pp -0.4 pp +1.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 4.2 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 4.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 3.9 1.3% 4 +0.0 pp +0.0 pp -0.0 pp +1.3 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 3.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 3.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 3.9 0.7% 4 +0.3 pp +0.3 pp +0.3 pp +0.7 pp
☆S. R. Schill & Associates CIK 0001616004 0.728 25 3.8 2.5% 4 +0.0 pp -0.0 pp -0.0 pp +2.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Hofer & Associates. Inc CIK 0001958491 0.511 70 3.6 1.9% 4 +0.0 pp -0.1 pp -0.2 pp +1.9 pp
☆Liberty Atlantic Advisors LLC CIK 0002101909 0.531 86 3.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 3.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 3.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 3.4 1.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 3.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 3.1 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 3.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 3.0 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 2.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 2.8 0.1% 6 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 2.7 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
☆Risk Paradigm Group, LLC CIK 0001569886 0.224 57 2.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 2.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 2.6 1.4% 4 +0.2 pp -1.6 pp -1.5 pp +1.4 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AXS Investments LLC CIK 0001801467 0.203 193 2.4 1.0% 4 +0.2 pp +0.3 pp +0.1 pp +1.0 pp
☆Bain Capital Credit, LP CIK 0001317947 0.847 6 2.4 0.8% 4 +0.1 pp +0.0 pp -1.2 pp +0.8 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 2.4 0.5% 4 -0.1 pp -1.0 pp -1.6 pp +0.5 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 2.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 2.4 0.3% 4 -0.2 pp -1.4 pp -1.4 pp +0.3 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.3 0.1% 4 -0.0 pp -0.2 pp -0.1 pp +0.1 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Aspetuck Financial Management LLC CIK 0002048608 0.364 79 2.3 1.6% 5 -0.4 pp -0.4 pp -0.5 pp -0.8 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 2.3 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 2.2 1.1% 4 +0.0 pp +0.1 pp +0.1 pp +1.1 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 2.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Management, Inc. CIK 0002124549 0.530 132 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 2.2 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.2 1.2% 4 -0.1 pp -0.1 pp -0.2 pp +1.2 pp
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☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 2.0 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
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☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 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 +0.0 pp -2.5 pp -2.5 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -1.3 pp -1.3 pp +0.0 pp
☆Melone Private Wealth, LLC CIK 0001905765 0.503 58 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆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
☆OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 0.0 0.0% 0 -1.4 pp -1.8 pp -2.2 pp +0.0 pp
☆WESTBOURNE INVESTMENTS, INC. CIK 0000932929 0.160 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 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
☆Oregon Pacific Wealth Management, LLC CIK 0002043757 0.272 115 0.0 0.0% 0 -0.4 pp -0.4 pp -1.5 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 (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