Signals

SYSB

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

Flow ranking

Rank#885
Score / z0.138 / 0.10
Consensus100.99 over 211 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+222% / 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)
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
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 230.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 92.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 86.7 12.6% 1 +12.6 pp +12.6 pp +12.6 pp +12.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 49.3 0.0% 4 +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 41.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 26.4 0.0% 4 +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 26.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 21.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 20.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.4 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 16.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 14.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCMORGAN & CO LLC CIK 0001162695 0.818 37 12.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 9.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ascent Group, LLC CIK 0001913231 0.508 808 6.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kelly Financial Services LLC CIK 0002023336 0.366 141 5.5 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 5.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 4.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 3.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 3.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 3.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 3.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 2.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 2.6 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
Sharkey, Howes & Javer CIK 0001642246 0.446 162 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOFI WEALTH, LLC CIK 0001925582 0.940 52 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 2.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
SWP FINANCIAL LLC CIK 0002014200 0.425 78 2.3 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 2.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSA Wealth Managment LLC CIK 0001963669 0.394 119 2.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 2.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Lansing Street Advisors CIK 0001926571 0.417 166 1.9 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 1.7 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 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 1.6 1.2% 2 +0.8 pp +1.2 pp +1.2 pp +1.2 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ethos Capital Management, Inc. CIK 0002106214 0.022 59 1.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 1.5 1.1% 2 +0.8 pp +1.1 pp +1.1 pp +1.1 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
&PARTNERS CIK 0000107136 0.806 2509 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 1.3 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Tidemark, LLC CIK 0002009591 0.305 935 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SigFig Wealth Management, LLC CIK 0001696957 0.938 142 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MA Private Wealth CIK 0001767474 0.750 88 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Security Financial Services, INC. CIK 0001913590 0.442 203 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Apeiron RIA LLC CIK 0001801846 0.178 162 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Vision MN LLC CIK 0002013460 0.163 98 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CURTIS WEALTH MANAGEMENT LLC CIK 0002108708 0.181 55 0.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Range Financial Group LLC CIK 0001928635 0.113 206 0.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.8 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PAX Financial Group, LLC CIK 0001803673 0.350 207 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cassilly Financial Group LLC CIK 0002090777 0.265 75 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Keebeck Wealth Management CIK 0001803675 0.338 471 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
JB Capital LLC CIK 0001879371 0.629 280 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWMG, LLC CIK 0001839255 0.473 100 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 0.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cobblestone Asset Management LLC CIK 0001994512 0.302 74 0.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Detalus Advisors, LLC CIK 0001799677 0.538 191 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Goldstein Advisors, LLC CIK 0001963807 0.653 261 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invst, LLC CIK 0001867587 0.314 343 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Wealth Group, LLC CIK 0001923591 0.670 143 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Chatterton & Associates Inc. CIK 0002102688 0.175 101 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Town Capital LLC CIK 1871352 0.216 75 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Keystone Financial Services CIK 0001865158 0.422 131 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.4 0.0% 1 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daviman Financial, LLC CIK 0002104394 0.176 92 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadia Private Client LLC CIK 0002135817 0.358 76 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
J.E. Simmons & Co., P.C. CIK 0002111381 0.625 72 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concorde Asset Management, LLC CIK 0001631773 0.045 152 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Buttonwood Financial Group, LLC CIK 0001847661 0.704 33 0.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bedminster, LLC CIK 0002087564 0.451 51 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
KWB Wealth CIK 0001822236 0.453 169 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WATERSHED PRIVATE WEALTH LLC CIK 0001965271 0.491 120 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Parkway Wealth Management Group, LLC CIK 0002065679 0.349 147 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Avid Wealth Partners LLC CIK 0001992344 0.237 77 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONE WEALTH CAPITAL MANAGEMENT, LLC CIK 0002050308 0.184 223 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Contango Wealth Management LLC CIK 2137383 0.124 52 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.2 0.0% 1 +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 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vision Retirement, LLC CIK 0002069023 0.485 621 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 4 +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% 2 -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 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Key Capital Management, INC CIK 0002107249 0.369 726 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advocate Investing Services LLC CIK 0002110509 0.219 460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 2 -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
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +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
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
COMERICA BANK CIK 0000901541 0.812 3711 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
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 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
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 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 SYSB). Qtrs Held counts distinct quarters this fund has actually held SYSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SYSB position size. Δ columns are the percentage-point change in SYSB'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