Signals

← Signals

☆SUB

1035 in-universe funds with a nonzero position in SUB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#271
Score / z0.906 / 0.80
Consensus348.58 over 614 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-1% / 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 ▾
☆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 1,121.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 979.4 1.4% 4 +0.1 pp +0.1 pp -0.2 pp +1.4 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 630.1 0.0% 6 +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 525.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 310.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 309.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 304.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 154.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 138.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 136.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 111.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 111.6 1.2% 4 -1.1 pp +1.1 pp +1.0 pp +1.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 110.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 94.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 91.7 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 87.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Robinhood Asset Management, LLC CIK 0002067588 0.593 83 80.4 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 76.3 6.8% 4 +0.6 pp +0.7 pp +0.5 pp +6.8 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 72.4 0.3% 4 +0.0 pp +0.0 pp +0.2 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 67.5 0.0% 5 +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 67.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 64.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 63.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 62.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Investment Group, Inc. CIK 0001876811 0.826 135 57.6 8.7% 4 +0.2 pp +0.3 pp -0.2 pp +8.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 57.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 55.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 50.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Truepoint, Inc. CIK 0001427748 0.954 160 47.8 1.1% 4 +0.0 pp +0.0 pp +0.1 pp +1.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 47.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 46.2 0.8% 4 -0.1 pp -0.1 pp +0.0 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 44.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 44.7 0.7% 4 -0.2 pp -0.3 pp -0.3 pp +0.7 pp
☆WIT, LLC CIK 0001840025 0.965 24 44.6 0.8% 4 -0.1 pp -0.2 pp -0.3 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 43.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 41.0 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 39.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 39.1 0.3% 6 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 35.2 5.8% 4 -0.4 pp -0.3 pp -0.9 pp +5.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 34.9 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 32.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 31.4 2.5% 4 +0.0 pp +0.0 pp +0.0 pp +2.5 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 30.1 1.8% 4 -0.1 pp -0.1 pp -0.3 pp +1.8 pp
☆Gross & Hartman Investments LLC CIK 0001966094 0.730 80 29.5 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 29.3 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 28.9 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 28.0 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 27.9 0.5% 4 -0.0 pp -0.2 pp -0.1 pp +0.5 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 27.6 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 27.6 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 27.6 1.9% 4 -0.1 pp -0.0 pp -0.1 pp +1.9 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 26.8 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 25.7 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 24.9 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 24.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Family Capital, LLC CIK 0002065810 0.708 57 24.6 19.3% 1 +19.3 pp +19.3 pp +19.3 pp +19.3 pp
☆LVW Advisors, LLC CIK 0001576053 0.582 462 24.5 2.4% 4 +0.0 pp +0.0 pp +0.0 pp +2.4 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 23.7 0.9% 4 +0.3 pp -0.0 pp +0.2 pp +0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 22.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 21.1 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 20.9 2.2% 6 -0.0 pp -0.2 pp -0.5 pp -0.7 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 20.3 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 20.0 0.7% 4 +0.0 pp +0.1 pp -0.0 pp +0.7 pp
☆Members Trust Co CIK 0001677560 0.939 170 19.9 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 19.1 0.9% 4 +0.1 pp -0.0 pp -0.1 pp +0.9 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 18.7 2.6% 4 -0.1 pp -0.1 pp -0.2 pp +2.6 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 18.6 0.4% 4 -0.0 pp +0.1 pp -0.0 pp +0.4 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 18.5 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 18.3 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 17.5 2.4% 4 +0.1 pp +0.2 pp -0.2 pp +2.4 pp
☆BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 16.5 4.3% 4 +0.0 pp +0.2 pp +0.1 pp +4.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 15.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 15.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 15.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BANK OF HAWAII CIK 0000315080 0.804 233 15.6 0.8% 4 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 15.5 1.3% 4 +0.1 pp +0.0 pp -0.1 pp +1.3 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 15.0 2.0% 4 +0.2 pp +0.2 pp +0.3 pp +2.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 14.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 13.9 1.0% 4 -0.0 pp -0.0 pp -0.3 pp +1.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 13.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 13.2 1.4% 4 -0.0 pp -0.0 pp -0.1 pp +1.4 pp
☆Abundance Wealth Counselors CIK 0001767080 0.704 314 13.2 1.9% 4 -0.2 pp -0.1 pp -0.6 pp +1.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 13.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 12.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 12.7 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 12.6 1.0% 5 +0.2 pp +0.1 pp +0.1 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 12.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 12.3 1.4% 4 +0.0 pp +0.0 pp -0.0 pp +1.4 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 12.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 11.9 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 11.9 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 11.8 1.1% 4 +0.0 pp +0.1 pp -0.1 pp +1.1 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 11.2 0.8% 4 +0.1 pp +0.1 pp -0.0 pp +0.8 pp
☆MidFirst Bank CIK 0002077076 0.526 943 11.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 11.0 1.2% 4 +0.1 pp +0.0 pp -0.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 11.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 10.9 1.8% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Altiora Financial Group, LLC CIK 0001986156 0.665 112 10.9 1.8% 4 -0.0 pp +1.4 pp +1.4 pp +1.8 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 10.8 0.6% 4 +0.0 pp +0.0 pp -0.3 pp +0.6 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 10.7 2.4% 4 +0.0 pp -0.4 pp -5.0 pp +2.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 10.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 10.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.2 0.4% 4 -0.3 pp -0.5 pp +0.2 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Research Partners LLC CIK 0002069274 0.175 278 9.6 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 9.1 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 8.7 0.2% 4 -0.0 pp -0.1 pp +0.1 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 8.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 8.3 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 8.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 8.1 2.2% 4 +0.1 pp -0.1 pp -0.4 pp +2.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 7.9 0.5% 4 +0.2 pp +0.1 pp -0.5 pp +0.5 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 7.8 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 7.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 7.7 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 7.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 7.6 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆TOBIAS FINANCIAL ADVISORS, INC. CIK 0001802080 0.735 147 7.6 1.1% 4 +0.2 pp +0.3 pp +0.1 pp +1.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 7.5 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 7.4 2.1% 4 -0.4 pp -0.8 pp -0.9 pp +2.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 7.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Meridian Wealth Partners, LLC CIK 0001781942 0.831 125 7.4 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 7.2 3.7% 4 +0.1 pp -0.4 pp -0.6 pp +3.7 pp
☆Northeast Financial Group, Inc. CIK 0001965773 0.477 76 7.1 1.9% 4 -0.4 pp -0.2 pp -0.6 pp +1.9 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 7.1 1.5% 4 +0.1 pp +0.0 pp -0.2 pp +1.5 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 7.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Single Point Partners, LLC CIK 0001801184 0.839 102 6.7 1.3% 4 +0.0 pp +0.0 pp +0.1 pp +1.3 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 6.6 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 6.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 6.4 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 6.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 6.1 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆INVESTED ADVISORS CIK 0002090165 0.104 152 4.8 4.9% 2 +0.1 pp +4.9 pp +4.9 pp +4.9 pp
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☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 4.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
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☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp +0.0 pp
☆BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Horiko Capital Management LLC CIK 0001762718 0.697 17 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
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☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Timonier Family Office, LTD. CIK 0002038170 0.778 57 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BIP Alliance, LLC CIK 0002056367 0.797 49 0.0 0.0% 0 +0.0 pp +0.0 pp -3.4 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆STAGE HARBOR FINANCIAL, LLC CIK 0001934721 0.596 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASPIRIANT, LLC CIK 0001433541 0.907 400 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 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 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cyr Financial Inc. CIK 0002010666 0.648 62 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 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 -0.1 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
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 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
☆DeDora Capital, Inc. CIK 0001717658 0.515 129 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 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 SUB). Qtrs Held counts distinct quarters this fund has actually held SUB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SUB position size. Δ columns are the percentage-point change in SUB'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