Signals

← Signals

☆SSO

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

Flow ranking

Rank#22822
Score / z-0.200 / -0.20
Consensus78.20 over 132 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+18% / 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 ▾
☆Main Street Group, LTD CIK 0001965796 0.694 863 60.3 17.7% 4 -6.4 pp -1.9 pp -0.7 pp +17.7 pp
☆PINKERTON WEALTH, LLC CIK 0001536446 0.075 103 43.4 3.9% 4 -0.1 pp +0.2 pp +0.4 pp +3.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 21.8 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 19.2 9.5% 4 -8.8 pp -7.5 pp -6.4 pp +9.5 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 14.9 2.4% 4 -0.3 pp -0.3 pp -0.1 pp +2.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 14.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.2 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 12.1 1.3% 4 -0.2 pp -0.4 pp -0.3 pp +1.3 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 11.8 2.1% 3 -0.2 pp +0.1 pp +2.1 pp +2.1 pp
☆Arta Finance Wealth Management LLC CIK 0002099257 0.434 105 9.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 9.1 1.6% 4 -0.2 pp -0.2 pp -0.2 pp +1.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.9 0.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dedeker Financial LLC CIK 0002113408 0.174 55 8.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 8.5 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 8.3 1.0% 4 -0.1 pp -0.1 pp -0.0 pp +1.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 7.9 2.1% 4 -2.9 pp -0.5 pp -1.5 pp +2.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 7.1 0.3% 4 -0.4 pp -0.6 pp -0.6 pp +0.3 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 6.1 3.2% 4 -13.2 pp -2.0 pp -5.4 pp +3.2 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 6.0 0.3% 4 -0.0 pp -0.2 pp +0.0 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.1 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 4.6 0.6% 4 -0.2 pp -0.3 pp -0.3 pp +0.6 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 4.1 0.7% 4 -0.5 pp -0.7 pp -4.2 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 3.2 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 3.0 1.4% 4 -0.3 pp -0.3 pp -0.2 pp +1.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.0 0.0% 5 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 2.9 1.4% 5 -0.2 pp -0.2 pp -0.2 pp -0.8 pp
☆SP Asset Management LLC CIK 0001962086 0.688 137 2.7 0.2% 4 +0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.7 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 2.6 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 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 2.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.5 0.2% 4 -0.7 pp -1.3 pp -1.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.2 0.5% 4 -7.4 pp -18.2 pp -16.5 pp +0.5 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 2.2 3.6% 3 -0.8 pp +0.1 pp +3.6 pp +3.6 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.0 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 1.9 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.5 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.5 0.0% 4 -0.4 pp -1.6 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 1.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 1.3 0.9% 3 -0.5 pp +0.4 pp +0.9 pp +0.9 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.2 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIA Advisory Group LLC CIK 0001958384 0.179 153 1.2 0.3% 4 -0.3 pp -1.6 pp -1.6 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 1.1 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.0 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 1.0 0.9% 2 -0.1 pp +0.9 pp -0.3 pp +0.9 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.9 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 0.8 0.1% 4 -0.2 pp -0.3 pp -0.5 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grandview Asset Management LLC CIK 0001766791 0.487 146 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.7 0.0% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.7 0.2% 2 -0.0 pp +0.2 pp -0.0 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atlatl Advisers LLC CIK 0002023168 0.000 459 0.7 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.6 0.5% 2 -0.4 pp +0.5 pp +0.1 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEGACY CAPITAL WEALTH MANAGEMENT, LLC CIK 0002071183 0.337 72 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.5 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.5 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 0.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.4 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 0.4 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆71 West Capital Partners CIK 0002111530 0.838 382 0.4 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 0.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.3 0.0% 4 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 0.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dale Q Rice Investment Management Ltd CIK 0002041427 0.474 68 0.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆EAGLE WEALTH STRATEGIES LLC CIK 0002009882 0.704 118 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.2 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 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
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 -0.6 pp -0.3 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 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
☆Altman Advisors, Inc. CIK 0001731671 0.234 93 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 (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