Signals

← Signals

☆SYLD

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

Flow ranking

Rank#22364
Score / z0.000 / -0.02
Consensus57.01 over 98 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)
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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 ▾
☆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 55.3 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 33.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 30.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 29.6 3.1% 6 -0.5 pp -0.1 pp -0.1 pp -0.0 pp
☆Intellus Advisors LLC CIK 0002055137 0.675 134 27.7 3.4% 5 -0.3 pp +0.1 pp -0.1 pp -1.2 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 23.0 0.9% 5 -0.2 pp -0.1 pp -0.0 pp -0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 22.2 0.7% 5 +0.0 pp -0.3 pp -0.1 pp -0.2 pp
☆Verum Partners LLC CIK 0001958984 0.585 200 20.8 3.1% 5 -0.2 pp +0.0 pp +0.4 pp +0.7 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 19.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Opus Capital Group, LLC CIK 0001330325 0.771 150 18.9 1.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 18.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 17.2 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALM First Financial Advisors, LLC CIK 0001950054 0.575 22 14.1 2.4% 5 -1.1 pp -0.7 pp -0.7 pp -0.8 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 13.4 0.7% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 12.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 7.9 1.6% 5 -0.1 pp -0.1 pp -0.6 pp -0.7 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 7.5 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 6.2 0.7% 5 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆DKM Wealth Management, Inc. CIK 0002055833 0.611 74 5.7 3.7% 5 -0.2 pp -0.0 pp -0.5 pp -3.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 5.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.5 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kesler, Norman & Wride, LLC CIK 0001840455 0.186 271 4.3 0.7% 5 -0.1 pp -0.0 pp -0.2 pp -0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.1 0.2% 6 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 3.0 1.5% 5 +0.0 pp +0.6 pp +1.2 pp +1.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 2.6 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 2.0 0.7% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.0 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 2.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMIT WEALTH & RETIREMENT PLANNING, INC. CIK 0001766995 0.761 113 1.8 0.4% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sherman Wealth Management LLC CIK 0002096110 0.392 84 1.7 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆NOTTINGHAM ADVISORS, INC. CIK 0001093276 0.752 122 1.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 1.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Bravias Capital Group, LLC CIK 0002054328 0.462 97 1.6 0.9% 5 -0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealth Care LLC CIK 0002120450 0.479 73 1.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 1.5 0.9% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.4 0.1% 3 -0.2 pp -0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanchez Gaunt Capital Management, LLC CIK 0002113492 0.146 189 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 1.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.647 43 1.3 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.3 0.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COWA, LLC CIK 0001844480 0.512 181 1.1 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ATLas Financial Planning LLC CIK 0002110886 0.439 69 0.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.7 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.5 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Partners, LLC CIK 0001843294 0.388 154 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.5 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 0.5 0.5% 5 -0.1 pp -0.3 pp -1.1 pp -1.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Genesis Wealth Advisors, LLC CIK 0001637241 0.514 72 0.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.4 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baldwin Investment Management, LLC CIK 0001346378 0.670 231 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TCFG Investment Advisors, LLC CIK 0002121836 0.163 299 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MANCHESTER FINANCIAL INC CIK 0000866590 0.657 144 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMPASS CAPITAL CORP /MA/ /ADV CIK 0000749763 0.196 205 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph P. Lucia & Associates, LLC CIK 0001775391 0.295 188 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.762 87 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 4 -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% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆OxenFree Capital LLC CIK 0002009781 0.658 56 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 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
☆Atlas Wealth LLC CIK 0001964106 0.022 178 0.0 0.0% 0 +0.0 pp -2.6 pp -2.5 pp -1.3 pp
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☆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
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆PURE PORTFOLIOS HOLDINGS LLC CIK 0002041678 0.680 104 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.7 pp
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☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST NATIONAL BANK SIOUX FALLS CIK 0001085041 0.658 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 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
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 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 SYLD). Qtrs Held counts distinct quarters this fund has actually held SYLD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SYLD position size. Δ columns are the percentage-point change in SYLD'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