Signals

← Signals

☆SRVR

181 in-universe funds with a nonzero position in SRVR within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#22223
Score / z0.000 / -0.02
Consensus43.40 over 76 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 73.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 38.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 26.5 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 17.0 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 15.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 12.6 0.6% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.2 0.0% 5 -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 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Wealth Advisors, LLC CIK 0001787027 0.120 81 2.6 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆CLG LLC CIK 0002059872 0.428 156 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 1.4 0.5% 5 -0.0 pp +0.1 pp -0.1 pp -0.1 pp
☆Cornerstone Management, Inc. CIK 0001587867 0.886 67 1.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆One Wealth Map LLC CIK 0001802635 0.488 90 1.3 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Roan Capital Partners CIK 0002124783 0.136 78 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 0.8 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 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 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATRON PARTNERS, LLC CIK 0001841768 0.224 193 0.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 0.2 0.1% 2 -0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.0% 6 -0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 +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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 5 -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
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mechanics Financial Corp CIK 0001821336 0.408 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clay Northam Wealth Management, LLC CIK 0001915687 0.439 109 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Advisors of Tampa Bay, LLC CIK 0001715228 0.330 94 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.0 pp
☆Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Intrepid Financial Planning Group LLC CIK 0001641296 0.403 135 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆eCIO, Inc. CIK 0001830823 0.330 46 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 +0.0 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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 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
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 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
☆Keystone Financial Group CIK 0001729299 0.524 567 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.755 1080 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HERBST GROUP, LLC CIK 0001909319 0.108 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.9 pp
☆WT Wealth Management CIK 0001780507 0.246 138 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 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
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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 SRVR). Qtrs Held counts distinct quarters this fund has actually held SRVR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SRVR position size. Δ columns are the percentage-point change in SRVR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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