Signals

← Signals

☆SUSB

306 in-universe funds with a nonzero position in SUSB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#22210
Score / z0.000 / -0.00
Consensus142.36 over 227 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 80.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 30.6 0.0% 2 -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 26.0 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 24.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.1 0.0% 2 -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 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 13.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 12.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 12.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 12.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 11.5 6.1% 2 -0.7 pp +6.1 pp +6.1 pp +6.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.2 0.0% 2 -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 10.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Francis Financial, Inc. CIK 0001727514 0.726 131 10.4 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 9.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 9.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 9.7 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 8.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integris Wealth Management, LLC CIK 0001750852 0.748 131 6.9 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 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 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 6.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 5.5 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Colorado Capital Management, Inc. CIK 0001664147 0.451 101 5.4 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Northland Capital Management LLC CIK 0001693032 0.536 30 4.7 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 4.4 0.8% 4 +0.1 pp +0.0 pp +0.3 pp +0.8 pp
☆Impact Investors, Inc CIK 0001824539 0.278 88 4.4 2.9% 2 -2.4 pp +2.9 pp +2.9 pp +2.9 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 4.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 4.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 4.0 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 3.7 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Plancorp, LLC CIK 0001599579 0.797 425 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IMPACTfolio, LLC CIK 0001896447 0.869 37 3.7 1.6% 2 -1.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 3.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarity Wealth Development LLC CIK 0002048774 0.213 59 3.1 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kondo Wealth Advisors, Inc. CIK 0002070929 0.794 75 2.6 1.0% 3 -0.1 pp -0.6 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.6 0.0% 2 -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 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 2.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 2.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Strategic Point Investment Advisors, LLC CIK 0001295044 0.865 36 1.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 1.9 0.7% 4 +0.1 pp +0.0 pp -0.1 pp +0.7 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 1.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆eCIO, Inc. CIK 0001830823 0.331 46 1.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonard Rickey Investment Advisors P.L.L.C. CIK 0001731447 0.686 122 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 1.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.9 0.5% 4 -0.0 pp +0.0 pp +0.2 pp +0.5 pp
☆Pine Haven Investment Counsel, Inc CIK 0001899753 0.278 116 0.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Level Financial Advisors CIK 0001871734 0.644 95 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROW FINANCIAL CORP (AROW) CIK 0000717538 0.695 162 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Bank CIK 0002001155 0.178 130 0.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HEADINVEST, LLC CIK 0001372130 0.306 217 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shotwell Rutter Baer Inc CIK 0002008310 0.728 38 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Johnson Bixby & Associates, LLC CIK 0001844238 0.790 131 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Parkside Advisors LLC CIK 0001585550 0.762 89 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.1 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 SUSB). Qtrs Held counts distinct quarters this fund has actually held SUSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SUSB position size. Δ columns are the percentage-point change in SUSB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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