Signals

← Signals

☆RSPT

352 in-universe funds with a nonzero position in RSPT within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23649
Score / z-0.272 / -0.37
Consensus118.77 over 224 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)
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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 ▾
☆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 170.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 145.3 0.0% 1 +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 106.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 81.3 0.0% 1 +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 75.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 64.5 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 59.2 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 58.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davis Investment Partners, LLC CIK 0001963865 0.484 172 56.5 20.2% 1 +20.2 pp +20.2 pp +20.2 pp +20.2 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 45.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 34.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 32.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 22.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 21.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 20.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 19.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 18.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 15.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 11.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 10.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 10.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 9.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 9.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 8.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 8.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 7.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NEVILLE RODIE & SHAW INC CIK 0000071210 0.610 244 7.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.9 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 6.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 6.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Yoder Wealth Management, Inc. CIK 0001973967 0.359 129 6.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Cascade Wealth Advisors, Inc CIK 0002018936 0.495 61 5.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Climber Capital SA CIK 0002011229 0.280 64 5.8 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 5.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 5.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 4.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walker Asset Management, LLC CIK 0001923053 0.350 152 3.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 3.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Apriem Advisors CIK 0001425165 0.679 182 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Market Strategies LLC CIK 0001810158 0.271 139 2.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Biltmore Family Office, LLC CIK 0001731123 0.593 333 2.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 2.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Fortis Advisors, LLC CIK 0001697478 0.325 122 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 2.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BFSG, LLC CIK 0001706836 0.376 765 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 2.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 2.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Halter Ferguson Financial Inc. CIK 0001842665 0.762 35 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.446 137 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Abbot Financial Management, Inc. CIK 0001714341 0.318 137 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Monument Capital Management CIK 0001729428 0.068 262 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 1.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crane Advisory, LLC CIK 0001951283 0.914 55 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LVZ, Inc. CIK 0001574408 0.889 177 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OV Management LLC CIK 0002010766 0.438 31 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Magnolias Financial Advisors, LLC CIK 0002056795 0.346 112 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Optas, LLC CIK 0001802961 0.460 494 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kapstone Financial Advisors LLC CIK 0001966087 0.386 175 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Summit Place Financial Advisors, LLC CIK 0001801413 0.205 110 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 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 RSPT). Qtrs Held counts distinct quarters this fund has actually held RSPT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its RSPT position size. Δ columns are the percentage-point change in RSPT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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