Signals

← Signals

☆SSO

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

Flow ranking

Rank#441
Score / z0.456 / 0.53
Consensus79.60 over 155 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 ▾
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 820.1 9.8% 1 +9.8 pp -0.6 pp -0.4 pp -0.4 pp
☆Main Street Group, LTD CIK 0001965796 0.693 863 80.5 18.8% 5 +1.0 pp -5.3 pp -0.9 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 59.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Client First Investment Management LLC CIK 0002018284 0.259 28 36.7 15.5% 5 +12.3 pp -0.9 pp +10.3 pp +6.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 25.7 0.8% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Ridgepath Capital Management LLC CIK 0001943071 0.142 54 24.9 11.0% 5 +1.4 pp -7.3 pp -6.0 pp -5.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 19.1 2.8% 5 +0.4 pp +0.1 pp +0.1 pp +0.2 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 18.3 0.7% 5 +0.4 pp -0.0 pp -0.2 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 16.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 15.6 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 15.4 1.5% 5 +0.2 pp -0.1 pp -0.2 pp -0.1 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 14.9 2.4% 4 +0.3 pp +0.2 pp +0.5 pp +2.4 pp
☆Arta Finance Wealth Management LLC CIK 0002099257 0.433 105 12.1 5.2% 2 +0.4 pp +5.2 pp +5.2 pp +5.2 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 11.4 1.8% 5 +0.2 pp +0.0 pp -0.0 pp -0.0 pp
☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 11.3 1.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 11.2 0.2% 7 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Dedeker Financial LLC CIK 0002113408 0.174 55 11.1 6.3% 2 -1.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Global View Capital Management LLC CIK 0001994495 0.226 146 11.0 2.3% 5 +0.2 pp -2.8 pp -0.3 pp -1.3 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 10.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 8.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 7.8 0.3% 1 +0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 7.7 0.4% 5 +0.1 pp +0.0 pp -0.2 pp +0.1 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 6.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 6.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 5.9 0.7% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 4.9 0.8% 5 +0.7 pp +0.7 pp +0.1 pp +0.7 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 4.2 0.5% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Innova Wealth Partners CIK 0001888831 0.101 167 3.9 1.6% 5 +0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.7 0.1% 5 +0.1 pp +0.1 pp -0.0 pp +0.1 pp
☆Marshall Financial Group, LLC CIK 0001841496 0.264 311 3.7 0.5% 5 -0.1 pp -0.6 pp -0.9 pp -4.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 3.5 0.6% 5 +0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 3.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.4 0.0% 6 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.3 0.0% 5 +0.0 pp -0.4 pp -1.6 pp +0.0 pp
☆PMV Capital Advisers, LLC CIK 0001980695 0.285 57 3.1 4.7% 4 +1.1 pp +0.3 pp +1.1 pp +4.7 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 3.1 1.3% 6 -0.1 pp -0.4 pp -0.3 pp -0.3 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 3.1 0.6% 1 +0.6 pp -0.2 pp -0.8 pp -0.9 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 3.0 0.2% 5 +0.0 pp -0.7 pp -1.3 pp -1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.9 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 2.9 0.6% 1 +0.6 pp +0.6 pp +0.1 pp +0.6 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 2.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.7 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 2.5 0.5% 5 +0.0 pp -7.4 pp -18.2 pp -16.5 pp
☆Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 2.4 0.4% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 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 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 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 2.0 0.2% 5 +0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆Rollins Financial Advisors, LLC CIK 0001884018 0.644 168 1.8 0.2% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 1.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 1.6 0.2% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 1.5 0.5% 5 +0.3 pp +0.4 pp +0.4 pp +0.3 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.4 0.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 1.3 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 1.3 1.0% 3 +0.1 pp +0.0 pp +1.0 pp -0.3 pp
☆WoodTrust Financial Corp CIK 0001725247 0.499 179 1.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 1.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 1.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grandview Asset Management LLC CIK 0001766791 0.487 146 1.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thompson David Blair CIK 2150492 0.059 212 0.9 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 0.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.9 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 0.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.8 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 0.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.7 0.5% 3 +0.0 pp -0.4 pp +0.5 pp +0.1 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.7 0.0% 1 +0.0 pp -0.0 pp -0.3 pp -0.3 pp
☆Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Encompass More Asset Management CIK 0002011218 0.126 270 0.7 0.1% 1 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 0.7 0.2% 1 +0.2 pp -0.4 pp -0.4 pp -0.5 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MINDSET WEALTH MANAGEMENT, LLC CIK 0002044232 0.731 191 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthstar Advisors, LLC CIK 0001602224 0.189 113 0.6 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 0.6 0.3% 4 -0.5 pp -1.0 pp -0.2 pp +0.3 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.6 0.0% 5 +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% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆Forefront Analytics, LLC CIK 0001696802 0.381 37 0.6 0.6% 3 +0.2 pp +0.2 pp +0.6 pp +0.6 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL BANK & TRUST CO OF NEWTOWN CIK 0001339908 0.629 156 0.5 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 0.5 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.5 0.2% 5 +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 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 0.5 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆71 West Capital Partners CIK 0002111530 0.838 382 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MKT Advisors LLC CIK 0001906802 0.645 155 0.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.4 0.1% 1 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Spartan Planning & Wealth Management CIK 0001749283 0.074 75 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elevated Private Wealth, LLC CIK 0002083411 0.107 73 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.4 0.1% 1 +0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆SpringVest Wealth Management LLC CIK 0002058986 0.524 74 0.4 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.4 0.0% 5 +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% 5 -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% 5 +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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Robinson Value Management, Ltd. CIK 0001694283 0.090 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -14.5 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 +0.0 pp -10.4 pp -12.3 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp -0.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.4 pp -1.7 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
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -4.5 pp -4.3 pp
☆Meadowbrook Wealth Management, LLC CIK 0002090468 0.076 81 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Valley Financial Group, Inc. CIK 0002010327 0.756 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAMPBELL CAPITAL MANAGEMENT INC CIK 0000826794 0.473 37 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆CPR Investments Inc. CIK 0001775053 0.174 55 0.0 0.0% 0 +0.0 pp -0.6 pp -0.3 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 0.0 0.0% 0 +0.0 pp +0.0 pp -8.5 pp -8.1 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 (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