Signals

← Signals

☆SSO

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

Flow ranking

Rank#468
Score / z0.397 / 0.49
Consensus84.23 over 169 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-9% / 1.0d

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 ▾
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 681.5 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 65.3 17.0% 1 +17.0 pp +17.0 pp +17.0 pp +17.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 56.8 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
☆TTP Investments, Inc. CIK 0001682576 0.000 30 37.2 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 34.8 16.0% 1 +16.0 pp +16.0 pp +16.0 pp +16.0 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 29.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 24.9 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 23.1 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 16.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 15.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 14.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 14.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 14.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 14.0 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NBZ Investment Advisors LLC CIK 0001998018 0.677 80 13.7 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Freedom Investing, LLC CIK 0002096483 0.916 97 12.4 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 11.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 11.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 9.5 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆GenWealth Group, Inc. CIK 0001713678 0.306 89 8.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 7.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 6.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 6.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 5.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 4.8 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 2.9 1.6% 2 -0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 2.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 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 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 1.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 1.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Select Asset Management & Trust CIK 0001600636 0.786 79 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AmeriServ Wealth Advisors CIK 0001102062 0.598 54 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 0.473 37 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Grandview Asset Management LLC CIK 0001766791 0.487 146 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warther Private Wealth, LLC CIK 0001954551 0.242 50 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.646 155 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Altman Advisors, Inc. CIK 0001731671 0.234 93 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON GROWTH STRATEGIES LLC CIK 0002044575 0.564 62 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KNIGHTSBRIDGE ASSET MANAGEMENT, LLC CIK 0001332811 0.196 303 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Morse Asset Management, Inc CIK 0001705711 0.259 415 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compass Planning Associates Inc CIK 0002046823 0.797 33 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Innovative Advisory Group, LLC CIK 2156202 0.646 29 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 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 SSO). Qtrs Held counts distinct quarters this fund has actually held SSO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SSO position size. Δ columns are the percentage-point change in SSO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status