Signals

RSP

2063 in-universe funds with a nonzero position in RSP within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#27
Score / z4.546 / 6.81
Consensus589.89 over 1190 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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
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 5,512.8 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4,798.1 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 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 3,987.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,840.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,512.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 1,408.6 3.2% 2 +0.2 pp +3.2 pp +3.2 pp +3.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,333.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,264.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 972.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 769.4 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 719.4 12.8% 2 +1.9 pp +12.8 pp +12.8 pp +12.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 705.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 686.1 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 677.3 3.4% 2 +1.4 pp +3.4 pp +3.4 pp +3.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 669.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 664.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 545.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 525.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 475.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 412.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 335.5 4.5% 2 +0.7 pp +4.5 pp +4.5 pp +4.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 333.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 333.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 277.6 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 256.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 253.5 16.2% 2 -1.1 pp +16.2 pp +16.2 pp +16.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 251.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 245.6 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 219.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 214.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Together Foundation CIK 0002002798 0.960 2 208.7 23.9% 2 -0.6 pp +23.9 pp +23.9 pp +23.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 203.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 202.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 170.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Summit Trail Advisors, LLC CIK 0001698478 0.763 1471 168.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 157.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 155.7 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 148.9 2.0% 2 -1.7 pp +2.0 pp +2.0 pp +2.0 pp
Trust Co of Tennessee CIK 0002025098 0.941 8 147.7 31.1% 2 +0.8 pp +31.1 pp +31.1 pp +31.1 pp
Ally Financial Inc. (ALLY) CIK 0000040729 0.185 131 145.7 18.0% 2 -6.5 pp +18.0 pp +18.0 pp +18.0 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 142.0 7.8% 2 -0.2 pp +7.8 pp +7.8 pp +7.8 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 129.1 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 123.5 13.0% 2 -0.9 pp +13.0 pp +13.0 pp +13.0 pp
Schusterman Interests, LLC CIK 0001857024 0.656 9 118.6 27.1% 2 -6.1 pp +27.1 pp +27.1 pp +27.1 pp
Cercano Management LLC CIK 0001936416 0.054 133 118.4 4.6% 2 +0.5 pp +4.6 pp +4.6 pp +4.6 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 117.7 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 116.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 115.5 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 115.0 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 108.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 108.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 108.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Csenge Advisory Group CIK 0001715593 0.550 760 105.4 5.0% 2 -0.5 pp +5.0 pp +5.0 pp +5.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 104.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SPC Financial, Inc. CIK 0001415201 0.541 278 100.6 7.9% 2 +2.3 pp +7.9 pp +7.9 pp +7.9 pp
Endurance Services Ltd CIK 0002011025 0.942 8 97.0 16.2% 1 +16.2 pp +16.2 pp +16.2 pp +16.2 pp
Moment Partners, LLC CIK 0002055889 0.716 101 95.7 16.9% 2 -0.5 pp +16.9 pp +16.9 pp +16.9 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 95.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 93.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 93.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Naman Capital Ltda CIK 0001946136 0.407 11 93.3 26.2% 2 -2.8 pp +26.2 pp +26.2 pp +26.2 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 92.0 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 91.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vanderbilt University CIK 0001825985 0.404 74 88.2 14.7% 2 -1.2 pp +14.7 pp +14.7 pp +14.7 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 86.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 85.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 85.6 5.8% 2 +0.0 pp +5.8 pp +5.8 pp +5.8 pp
CHAI TRUST CO LLC CIK 0001250731 0.955 12 83.2 5.5% 2 +0.8 pp +5.5 pp +5.5 pp +5.5 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 81.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Mariner, LLC CIK 0001373442 0.925 3517 78.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 77.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 73.6 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 72.5 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
Consolidated Investment Group LLC CIK 0001556168 0.792 77 72.2 8.9% 2 -0.4 pp +8.9 pp +8.9 pp +8.9 pp
Dakota Wealth Management CIK 0001631353 0.544 771 71.7 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 71.6 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 71.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 69.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 67.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 65.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
First Western Trust Bank CIK 0001513189 0.923 215 65.8 3.0% 2 +0.4 pp +3.0 pp +3.0 pp +3.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 65.6 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
Spider Management Company, LLC CIK 0001791621 0.712 5 65.1 29.6% 2 +6.0 pp +29.6 pp +29.6 pp +29.6 pp
CHOREO, LLC CIK 0001679031 0.797 1690 64.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 64.3 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 64.0 8.3% 2 -0.7 pp +8.3 pp +8.3 pp +8.3 pp
COMERICA BANK CIK 0000901541 0.812 3711 63.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 62.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 62.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Southern Farm Bureau Life Insurance CIK 0001831944 0.937 15 62.3 7.3% 2 -0.3 pp +7.3 pp +7.3 pp +7.3 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 57.3 4.4% 4 -0.5 pp +0.3 pp -1.6 pp +4.4 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 57.1 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 57.0 0.1% 1 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 55.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bell Bank CIK 0001002672 0.895 195 55.1 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 55.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 54.9 9.7% 2 -2.4 pp +9.7 pp +9.7 pp +9.7 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 54.4 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 53.6 5.5% 2 +0.8 pp +5.5 pp +5.5 pp +5.5 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 52.5 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 52.5 8.4% 2 -0.2 pp +8.4 pp +8.4 pp +8.4 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 51.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
One Day In July LLC CIK 0001823172 0.854 167 51.3 4.3% 2 +0.5 pp +4.3 pp +4.3 pp +4.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 51.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 50.5 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 50.0 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
McAdam, LLC CIK 0001695490 0.802 516 50.0 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 50.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 48.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 47.8 6.9% 2 -0.2 pp +6.9 pp +6.9 pp +6.9 pp
RAINEY & RANDALL WEALTH ADVISORS INC. CIK 0001728355 0.880 77 47.3 7.9% 2 -0.2 pp +7.9 pp +7.9 pp +7.9 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 46.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 45.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 44.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 44.4 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Activest Wealth Management CIK 0001883134 0.526 1477 44.4 9.0% 2 -1.7 pp +9.0 pp +9.0 pp +9.0 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 44.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 44.3 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 42.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Joule Financial, LLC CIK 0001929070 0.730 116 42.4 12.7% 2 -0.3 pp +12.7 pp +12.7 pp +12.7 pp
COMMON FUND FOR NONPROFIT ORGANIZATIONS CIK 0002022949 0.913 29 42.1 3.6% 2 +0.6 pp +3.6 pp +3.6 pp +3.6 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 41.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 41.4 10.1% 3 -2.5 pp -2.8 pp +10.1 pp +10.1 pp
Creative Planning CIK 0001540235 0.979 4196 41.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 41.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 41.1 7.7% 1 +7.7 pp -0.7 pp +7.7 pp +7.7 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 40.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 39.2 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
&PARTNERS CIK 0000107136 0.806 2509 38.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 37.9 5.3% 2 +0.0 pp +5.3 pp +5.3 pp +5.3 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 37.8 6.3% 2 -1.4 pp +6.3 pp +6.3 pp +6.3 pp
Elk River Wealth Management LLC CIK 0001844107 0.551 103 37.7 6.0% 2 -0.1 pp +6.0 pp +6.0 pp +6.0 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 37.6 7.9% 2 -0.3 pp +7.9 pp +7.9 pp +7.9 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 37.3 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 37.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 36.9 15.9% 2 +13.7 pp +15.9 pp +15.9 pp +15.9 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 36.8 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
VICUS CAPITAL CIK 0001544806 0.660 268 36.0 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
Steele Capital Management, Inc. CIK 0001646695 0.876 85 35.9 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
New Harbor Financial Group, LLC CIK 0001548577 0.546 61 35.4 7.2% 2 -0.4 pp +7.2 pp +7.2 pp +7.2 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 35.4 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
FSA Investment Group, LLC CIK 0002051584 0.836 47 34.2 21.3% 2 -0.6 pp +21.3 pp +21.3 pp +21.3 pp
Arvest Bank Trust Division CIK 0001625959 0.680 240 34.2 1.9% 2 +0.0 pp +1.9 pp +1.9 pp +1.9 pp
Main Management LLC CIK 0001583092 0.804 95 33.9 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 33.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 33.6 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
Bangor Savings Bank CIK 0001352675 0.827 543 33.4 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
Badgley Phelps Wealth Managers, LLC CIK 0001895362 0.742 333 33.3 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 32.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 32.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 32.4 1.2% 2 -0.8 pp +1.2 pp +1.2 pp +1.2 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 32.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
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Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 2.3 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Alpha Financial Partners LLC CIK 0001966219 0.488 118 2.3 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
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BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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MCCARTER PRIVATE WEALTH SERVICES LLC CIK 0002036922 0.078 179 1.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
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CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 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 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspire Capital Advisors LLC CIK 0001906014 0.535 134 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stewardship Advisors, LLC CIK 0001733219 0.409 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
RedJay Asset Management Inc. CIK 0002057370 0.000 0 0.0 0.0% 0 -3.2 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
K2 Financial Inc. CIK 0002044711 0.455 60 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
North Peak Capital Management, LLC CIK 0001747888 0.713 8 0.0 0.0% 0 -19.6 pp +0.0 pp +0.0 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp -5.2 pp +0.0 pp +0.0 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Audent Global Asset Management, LLC CIK 0001834874 0.165 46 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
Diversified Enterprises, LLC CIK 0002037264 0.848 425 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 0.0 0.0% 0 -4.3 pp -4.5 pp -4.3 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 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
Brown Financial Advisors CIK 0002035548 0.168 212 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTC Wealth Management LLC CIK 0001821455 0.811 14 0.0 0.0% 0 -4.1 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.3 pp -0.3 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
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HICKORY ASSET MANAGEMENT, INC. CIK 0002053626 0.308 91 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Maxele Advisors, LLC CIK 0002096567 0.214 98 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -16.7 pp +0.0 pp +0.0 pp +0.0 pp
SUMMER ROAD LLC CIK 0001604873 0.856 21 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 0.0 0.0% 0 -5.3 pp +0.0 pp +0.0 pp +0.0 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Financial Designs Corp CIK 0001561383 0.764 41 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Circle Wealth Management, LLC CIK 0001578242 0.979 256 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -17.5 pp -15.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 0.0 0.0% 0 -7.8 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 RSP). Qtrs Held counts distinct quarters this fund has actually held RSP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RSP position size. Δ columns are the percentage-point change in RSP'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