Signals

SVOL

111 in-universe funds with a nonzero position in SVOL within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#20599
Score / z0.000 / -0.01
Consensus24.72 over 48 funds
Momentumnot computed

Price & positioning

227 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)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
AE Wealth Management LLC CIK 0001697723 0.686 2663 13.4 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 7.3 1.7% 3 +0.1 pp +0.5 pp +1.7 pp +1.7 pp
Owen LaRue, LLC CIK 0001965328 0.199 139 5.9 2.2% 3 +1.0 pp +1.2 pp +2.2 pp +2.2 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 3.6 1.9% 3 -1.2 pp -4.4 pp +1.9 pp +1.9 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 3.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 2.0 0.3% 3 -1.2 pp -2.6 pp +0.3 pp +0.3 pp
One Capital Management, LLC CIK 0001606588 0.779 522 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 1.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.8 0.9% 3 -0.0 pp -0.7 pp +0.9 pp +0.9 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 1.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 1.7 0.5% 3 +0.3 pp +0.2 pp +0.5 pp +0.5 pp
FSA Advisors, Inc. CIK 0001905627 0.025 261 1.5 1.1% 1 +1.1 pp -1.7 pp +1.1 pp +1.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 1.1 0.8% 3 -0.3 pp -1.3 pp +0.8 pp +0.8 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 1.1 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
GREENBERG FINANCIAL GROUP CIK 0000946626 0.447 111 1.0 0.4% 1 +0.4 pp +0.2 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.9 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 0.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Andina Capital Management, LLC CIK 0001919158 0.008 65 0.8 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.7 0.0% 3 -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 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.3 0.0% 3 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.3 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Fiscal Wisdom Wealth Management, LLC CIK 0002053757 0.300 102 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mosley Wealth Management CIK 0002011849 0.000 781 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Decker Retirement Planning Inc. CIK 0001975700 0.130 441 0.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor OS, LLC CIK 0001767580 0.509 586 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 0.2 0.1% 3 -0.8 pp -0.7 pp +0.1 pp +0.1 pp
Ignite Planners, LLC CIK 0001849348 0.326 422 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.1 0.1% 3 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 3 -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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 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 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 3 -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 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -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
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 -0.1 pp -0.4 pp +0.0 pp +0.0 pp
Clarity Capital Partners LLC CIK 0002012239 0.556 108 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Straight Path Wealth Management CIK 0001902506 0.734 141 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -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
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 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 -0.3 pp -0.3 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 +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Belvedere Trading LLC CIK 0001632341 0.000 326 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 SVOL). Qtrs Held counts distinct quarters this fund has actually held SVOL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SVOL position size. Δ columns are the percentage-point change in SVOL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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